As Senior Member of Stone Carlie, Richard is responsible for the coordination of services to high-net-worth individuals. The five-time recipient of St. Louis Magazine’s “Five Star Wealth Manager’s” Award provides clients with investment advisory services as well as wealth transition planning, estate and gift planning, income tax planning and compliance, retirement planning and insurance analysis and placement. In addition, Richard serves as Director of Tax & Business Services where he consults clients on income tax planning & compliance.
Richard brings over 30 years of professional experience to Stone Carlie; 13 of those years were spent as a Partner at a "Big 4" firm. His numerous certifications and in-depth knowledge of wealth advisory and tax services have equipped him with the skills and qualifications needed to better serve clients.
Richard earned a business administration degree and graduated Magna Cum Laude from St. Louis University. In addition, he received a Juris Doctor (JD) degree from the St. Louis University School of Law.