Richard, a native of Woonsocket, Rhode Island, now resides in Cumberland. As founder and president of the firm, he has 24 years of extensive experience in financial planning and wealth management. He built his financial planning business with the desire to provide exceptional, customized advice and services to his clients. He thrives on educating his clients and designing their financial plan with them, not for them, so that it is a true reflection of their unique objectives and goals. 

Richard is a member of the Northern Rhode Island Chamber of Commerce; the City of Woonoscket Investment / Pension Board; the board of incorporators for the Rhode Island Big Brothers Association; the Hockomock YMCA in North Attleboro, Massachusetts; and the Museum of Work & Culture Foundation in Woonsocket. He also serves on the Board of Directors for the Northern Rhode Island CYO and is a member of its finance committee. In 2007, he was named grand marshal of the Woonsocket Autumnfest Parade. Also in 2007, he was responsible for bringing the international musical group Up with People to Woonsocket to perform at the Stadium Theatre. In 2006, he was honored by the Narragansett Council Boy Scouts with the Good Scout Award. Richard enjoys being an active member of his community and is involved in his children's activities, including local athletics and scouting programs.

Lisa grew up in Johnston, Rhode Island, and has lived in Warwick for the past 27 years. She graduated from the Community College of Rhode Island in Lincoln, with an associate's degree in Office Studies, in 1985. She has 27 years of experience as an office manager/administrative assistant in the investment industry. Previously, Lisa worked as an administrative assistant at Textron in Providence, and at Paul Revere in Worcester, Massachusetts.  In April 1998, Lisa was recruited to join Richard as his assistant. Being such an asset, she stepped up to the office manager position.

She has served as a coach for several local girls softball and basketball teams for over 20 years.

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