Richard Roell, CFP, FMA, FCSI, CIWM

Insurance Advisor

Richard has been in the financial services industry since 1992. He is dedicated to the highest level of professionalism and has earned the designations of Chartered Strategic Wealth Professional (CSWP) Chartered/CERTIFIED FINANCIAL PLANNER®, Financial Management Advisor (FMA), and has been awarded the The Fellow of CSI (FCSI).

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