Investment Counselor

Prior to joining the firm in 2026, Richard was a Managing Director of Wealth Management at Oakworth Capital Bank, a Vice President in Private Wealth Management at Regions Bank, and an Associate Attorney at Christian and Small, LLP. Richard received his B.S. degree from the University of Alabama in 2003 and his J.D. from Cumberland School of Law in 2007. He has been involved in the wealth and investment management business since 2012. Richard has been a member of the Director’s Circle of UAB’s Comprehensive Cancer Center and a board member for Preschool Partners. In his free time, he enjoys playing golf, fishing, traveling, and spending time with his family.