Richard is the director of retirement plan services at Glass Jacobson. He brings more than 20 years of investment and retirement plan consulting experience to the team.
Prior to Glass Jacobson, Richard was the retirement business development officer at PNC Bank, where he worked directly with plan sponsors in the Greater Maryland and Central Pennsylvania markets. Richard also spent 13 years at T. Rowe Price in their U.S Intermediary Channel, where he supported many of their Bank and Insurance clients.
Richard earned his bachelor’s degree from Towson State (University) in economics & political science. He holds his Series 6, 7, 63, & 65 securities licenses, and has also obtained his accredited investment fiduciary designation.
In his spare time, Richard enjoys photography and is also involved with his children’s community theater organization in Annapolis, where he designs and builds sets for musicals and other various productions. He resides in Davidsonville with his Wife and children and their rescue dog, Rosie.