Richard was the president and founder of Valley Forge Wealth Management. He lost his battle with esophageal cancer on May 12, 2021. He planned for the future of his clients, employees, and business to continue with his succession partner, Dave Coult, CFP® at Milestone Financial.
Richard held the prestigious CERTIFIED FINANCIAL PLANNERTM / CFP® mark, in addition to the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. He began his career in financial services in 1991. During the span of his career, Richard volunteered on several non-profit boards and served as president of the Owen J Roberts Education Foundation. In addition to his volunteer work, he was a member of the Financial Planning Association (FPA) Society of Financial Service Professionals (SFSP), Pottstown Aircraft Owners and Pilots Association (PAOP), and Aircraft Owners and Pilots Association (AOPA). Richard graduated with honors from Albright College with a Bachelor of Science degree in Business Administration and a master’s degree in Financial Planning from The American College of Financial Services. Richard is survived by his wife and six children.