Richard joined The Wray Trollinger Bolton Edwards & Shore Group in January 2020. He is dedicated to understanding and caring for the details of clients’ personal financial decisions, while remaining resolutely focused on the big picture. Through financial planning, he helps clients align the way they spend, save, invest and give with their personal values and desires. He earned his CERTIFIED FINANCIAL PLANNER (CFP®) certification in 2022. Prior to joining Baird, Richard worked in public accounting with privately-held companies and for a family-owned travel management company. He earned his bachelor’s degree in Business Administration and his master’s degree in Accounting from the University of North Carolina at Chapel Hill. Richard and his wife Jessica have three children, Sara Brooke, Charlie and Caroline.