AAMS®, AWMA®, CRPC®, ChFEBC℠
Richelle spends most of her days meeting with clients. Please contact Senior Business Development Manager/Client Relations, Shelli Mosher, for a quicker response.
Richelle is passionate about helping people enrich their lives through financial planning. She works hard to understand who you are, what brought you here and where you want to go. By means of education and collaboration, she designs a personalized "road-map" to help you accomplish your goals.
Richelle has been in the financial planning industry for more than 12 years and holds a passion for helping those who are facing financial transitions such as retirement, divorce or widowhood. Read Richelle's Bio
Getting To Know Richelle
Favorite Holiday: Christmas – “I love to give presents and I love Christmas music and being with my family.”
Place Richelle Would Most Like To Visit: Europe, specifically France and Germany
If Richelle Wasn’t In Her Current Profession She Would: Be a college professor or an Estate Planning Attorney
If Richelle Could Live In Any Period Of Time She Would Choose: The fifties
Richelle’s Plans For Retirement: Buy a little poodle and a pair of really high heels, a motor home and a giant hat and then travel the United States
One Important Skill Everyone Should Have: Riding a bike