Location
Remote
Areas of Expertise
Professional Services
Professional Services
Wealth Advisor Solutions
Wealth Advisor Solutions
Construction & Real Estate
Construction & Real Estate
Richard has a wealth of experience delivering comprehensive tax solutions to closely held businesses, high-net-worth individuals, and family enterprises. His focus includes strategic tax planning, succession strategies, and business transitions, all aimed at helping clients preserve and grow their wealth across generations. He holds a BA in History from Texas Tech University, as well as a BS in Accounting and an MBA from Texas A&M University. Richard is a licensed CPA and specializes in private client services. Outside of work, Richard enjoys spending time with his family, reading, and caring for their dogs.