Dick serves as a Retirement Plans Specialist and is part of the ensemble team for Level Four Financial serving the greater Atlanta area. He has over 40 years of experience in the Financial Services Industry with a primary focus on Qualified and Non-qualified Retirement Plans and Investments. He uses his vast knowledge and experience to assist business owners with trying to meet their objectives in determining the best type of Qualified Retirement Plan for their employees and Non-qualified Retirement Plans for owners, executives and key employees. Prior to joining Level Four, he served as a manager of a Wall Street Investment Firm specializing in Mutual Funds, Regional VP for Lincoln National Life Insurance Company and as Vice President for National Pension Associates, Inc.
In addition to presenting Pension Planning courses, Dick has conducted training seminars and has been a featured speaker for organizations including the International Association for Financial Planning, Society of Financial Service Professionals, National Association of Health Underwriters, National Association of Insurance & Financial Advisors, Women in Insurance and Financial Services, CPA Society, American College, Sun Coast Human Resources Management Association, Lincoln National, and more.
He graduated from the University of Connecticut with a degree in Psychology and received his CLU designation from The American College in 1982 and his Chartered Financial Consultant Certificate in 1985. He is a former member of the Society of Financial Service Professionals and holds his Series 65 (with Level Four Advisory Services, LLC) and Series 7 (with Level Four Financial, LLC) licenses.