Richard is a philanthropy consultant and special advisor with over two decades of combined experience in charitable giving and financial planning. Holding multiple advanced certifications, including ChFC® and CAP®, he specializes in guiding donors, nonprofits, and financial professionals to align donations with their core values for maximum impact.
Outside of his direct advisory roles, Richard is passionate about community welfare and education. He actively shares information to support causes like disaster relief and local workforce integration. He frequently leads webinars and presentations, demonstrating a commitment to educating others on the complexities of effective charitable giving.
He has a unique background blend, having served for seven years as a personal financial advisor and sixteen years as a charitable giving specialist.
Read the full overview →They like to be in a position where they can control the conversation and terms. They are very proud of what they do. They like to act fast and expect others to do the same.
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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