RICHARD P. BURCHILL CPA, CHSNC®
Co-Founder & Director of Advanced Planning
Richard Burchill is focused on guiding clients toward their ideal retirements by providing them with well-thought-out financial strategies. He’s experienced in building technically sound and numerically feasible retirement income plans for clients with their best interests at heart. Richard is an Investment Adviser Representative and holds life insurance licenses in several states.
ROBERT SHIGLEY, CLU, CHFC, RFC
Co-Founder & Director of Client Relations
Guided by formal professional training and more than 30 years of financial services experience, Robert Shigley specializes in designing wealth strategies to help clients achieve their financial dreams. He is experienced in business planning and personal financial and estate planning.