Prior to joining Choreo, Richard was a Partner with approximately 22 years experience at a Big Four firm. At that firm, Richard served as the Director of the Personal Financial Counseling practice in the Midwest area.
He is responsible for overseeing all services provided to clients served by the St. Louis office under Choreo, including investment consulting, estate planning and income tax planning. He provides personal financial counseling for many high-net-worth individuals, corporate executives, and owners of closely held businesses, including some of the wealthiest families in St. Louis. He is a six-time recipient of St. Louis Magazine’s “Five Star Wealth Manager” Award.
Richard is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner (CFP) licensee and Certified Investment Management Analyst (CIMA). He graduated magna cum laude from Saint Louis University and received his JD from Saint Louis University School of Law (cum laude). Richard also holds his Series 65 and 63 licenses with the FINRA.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS