Fiduciary Financial Services
13155 Noel Road
Suite 750
Dallas, TX 75240
Focus
- Separately managed accounts, discretionary portfolio management
- Investment Strategy
- Professional Asset Management
- Retirement Planning
- Wealth Management
- Estate Planning Strategies
- 401(k) and IRA Rollovers
- Financial Planning
- Texas Firefighter's pension funds
Experience
- B. Riley Wealth Management, since 1999
- 23 years in industry
- Chartered Financial Analyst (CFA®)
- CPA licensed in Texas
Education
- University of Kansas
- MBA, Corporate Finance from University of Dallas
Biography
Richard is a senior portfolio manager and leader of the Fiduciary Financial Services group of B. Riley Wealth Management. A holder of the Chartered Financial Analyst® designation, he is also responsible for implementing the group's investment strategy and initiating investment ideas consistent with the current economic and market outlook. Richard has been recognized by Texas Monthly magazine as a Five Star Wealth Manager. In addition to managing assets for individuals, he has over 20 years experience managing pension plans for Texas Firefighters. Richard joined Fiduciary Financial Services in 1999 after more than a decade in the oil and gas industry.