Chief Executive Officer
Richard holds a Bachelor’s of Science in Business Administration with a concentration in Banking and Finance, and a minor in mathematics. Richard is an Accredited Investment Fiduciary who adheres to a strict interpretation of a fiduciary. As an Enrolled Retirement Plan Agent (ERPA) Richard has earned the privilege of practicing before the Internal Revenue Service. He is also a Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA) and is a member of the American Retirement Association. Richard has contributed case studies for the American Law Institute-American Bar Association’s advanced pension program. He has also provided continuing education programs for CPA groups and has lectured on plan design techniques for medical groups at the RBMA Education Conference.
Richard currently serves as co-chair of the Retirement Plan Academy, the division of the American Retirement Association that provides education and training to more than 13,000 members. As co-chair he oversees the development of training and educational programs for entry-level staff up to senior level consultants, as well as continuing education programs, webinars and publications.
Richard has served as a subject matter expert to the Retirement Plan Academy on coverage testing under IRS Code §410(b) and investments. Prior to becoming co-chair of the Retirement Plan Academy, he lead a team to revise and update the investment curriculum of the Certified Pension Consultant program. He also chaired the committee tasked with revamping the curriculum of the Qualified Plan Financial Consultant (QPFC) program, a high level training program for advisors working in the qualified plan arena.
Richard is a member of St. Paul’s Episcopal Church in Franklin, Tennessee and has served on the vestry where he chaired the finance committee and served as a member of the executive committee.
Richard lives with his family in historic Franklin, Tennessee.