I am blessed to have the opportunity to assist successful individuals and families with the management of their complex financial lives. I have devoted my entire career to providing my clients institutional quality wealth management services.I have a unique background as I have undergraduate degrees in finance and risk management from the University of Wisconsin-Madison, a law degree from Marquette University Law School and a Masters in Law (LL.M.) degree from New York University School of Law. While in school I obtained the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. With this diverse yet focused background I developed expert knowledge regarding the tax, legal, financial and investment aspects of wealth management.After school I honed my skills at Ernst and Young and Deloitte and Touche which are two highly respected financial firms. I worked in the wealth management departments at both firms and had the opportunity to assist some of the wealthiest and most successful families. In March 1999 I joined Richardson Financial Group with the vision to create a firm that provides institutional quality wealth management services to a broader audience of clients and in a more personalized manner. I joined forces with my father who founded the firm in 1969 and we transformed the firm into the boutique wealth management company it is today.I currently serve as President of both of our companies (Richardson Capital Management, LLC and Richardson Financial Group, Inc.). Today we have a team of specialists that provide expert guidance in all aspects of wealth management. We proudly serve the wealth management needs of a diverse spectrum of clients that include up and coming professionals, retirees, business owners, high level executives, widows and widowers. We are always looking to help more individuals and families and as a result I would welcome the opportunity to connect to see if we can be of service to you.