As the Wealth Advisor offering services at Central Arizona Bank in Scottsdale, Richard brings over thirty-five years of experience in the financial services industry. A graduate of Temple University in Philadelphia, he went on to earn his Masters Degree in Financial Services in addition to earning other professional designations and industry achievements. Exceeding his clients’ expectations is the keystone to his philosophy.   Be it protecting businesses, estate conservation, investment strategies or securing retirement, clients find his consultative approach a refreshing and rewarding experience.