Richard Middleton

Title: Financial Advisor

Credentials: I am a Registered Investment Advisor Representative and have been in the insurance industry since 1998. I am also a member of Ed Slott’s Elite IRA Advisor Group.

Favorite Movie or TV Show: The Quiet Man, The Princess Bride, and The Blacklist

Favorite Game: Any game my granddaughters would like to play.

My Role: It’s my responsibility to meet with families and help them create a plan that best fits their financial journey.

Best Part of My Job: I truly enjoy getting to meet new people and helping them become comfortable with their finances while implementing strategies that meet their needs.

Hobbies & Interests: Bundesliga Futbol, watching NFL games, camping, and diving.

Volunteer & Philanthropy: I enjoy coaching youth soccer.

 

DEVELOP YOUR PERSONAL
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DEVELOP YOUR PERSONAL
GIFTING STRATEGY

EMPOWER YOUR
DONORS