Designations and Licenses

Richard is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Richard provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Richard was a principal at Janover LLC, where he provided tax planning/compliance and estate administration. He was also responsible for designing and implementing income and wealth transfer strategies for ultra-high-net-worth real estate multi-generational families, reviewing estate and gift, individual, fiduciary, partnership returns and fiduciary accountings.

Richard holds a bachelor’s degree in accounting from the University of Delaware and a master’s degree in taxation from American University.

Personal Interests

Away from the office, Richard enjoys spending time with his wife and two kids, traveling and playing golf. He is also a member of Estate Planning Council of NYC, NYSSCPA Trust and Estate Planning and Estate Administration Committees.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.