Prior to joining Annex in 2001, Richard was a retail investment sales manager at a West Allis bank.  He was previously a branch manager for B.C. Ziegler & Co., and prior securities positions include Midwest Regional Manager for three mutual fund companies; National Securities & Research Corp., Delaware Funds, and John Hancock Funds. 

 

Richard guides his clients to focus on the value of understanding risk and diversification as well as the setting of realistic investment goals.  With many years of professional securities experience, Richard understands the importance of providing outstanding client service.

 

A graduate of the University of Wisconsin Whitewater and a former Warhawk player, Richard now resides in Mequon.  His family includes 4 children and 7 grandchildren, including 5 in Illinois and 2 in Australia.