Richard is a graduate of the University of Connecticut with a Bachelor of Science in Accounting. With over 40 years of experience, he has worked with a diverse range of clients, from high-net-worth individuals to small business owners, providing clear, actionable advice on tax-efficient financial strategies. His approach is client-centric, focusing on long-term relationships built on trust and transparency. He is a member of both the American Institute of Certified Public Accountants and the Connecticut Society of CPAs.

In addition to his professional endeavors, Richard is committed to giving back to the community, volunteering his expertise to various nonprofit organization boards. He resides in Groton, CT.