The founder of Ipswich Bay Advisors, Richard is a Certified Wealth Strategist, a member of Ed Slott’s Elite IRA Advisor Group, the nation’s leading experts regarding IRAs, tax planning and retirement distributions and author of the book, Your Personal Retirement Machine. He is a partner of Capital Advisory Group Advisory Services, LLC, a Registered Investment Advisory firm doing business across the US and a registered representative with United Planners Financial Services.
In 1998, Richard founded Ipswich Bay Advisors (IBA), offering individuals and businesses a full complement of financial services, retirement and employee benefit plan solutions. Since its inception, IBA has grown to become a dynamic office offering comprehensive expertise in financial planning and investment management for individuals as well as qualified retirement plans.
Richard began his financial services career in 1983 as a life insurance agent for John Hancock. After achieving many of their highest professional awards, in 1986 he directed his efforts towards retirement plans and employee benefits. In 1996 Richard earned a fellowship from the Life Underwriters Training Council, which included intensive training in financial services and retirement planning.
Richard has excelled in his professional growth as an investment advisor to complement his expertise in retirement plans such as 401(k)s and IRAs. He is an industry leader not only for his business growth but, for the breadth and quality of his client services. He brings a combination of expertise and experience to our clients, offering an advanced customer service model. This model provides technical and investment advisory services to individuals as well as plan sponsors and includes comprehensive financial education for their employees.
Richard is licensed in several states and holds a full complement of securities licenses under FINRA including series 6, 7, 24, 26, 63, 65, and 66 enabling him to offer his clients the complete universe of investment options including fee-based investment advice.