Richard founded Diversified Tax Services in 1992 after retiring from his corporate career. In 1994, Rich’s largest clients threatened to leave the practice if he did not get licensed to help them with their investments. He reluctantly agreed, but he quickly found the genius in their demand. Their accountant, who knew everything about their business and their personal finances, was also their investment advisor. And DTS Financial Advisors, LLC was born.

Rich continues to be actively involved in product selection, investment allocations, and client planning and management.

*These are credientials held to facilitate the services provided as OBA (outside business activities) that are conducted through other businesses that have no direct relationship with DTS Financial Advisors, LLC or Independent Financial Group. These services related to these credientials are only offered through a signed engagement agreement with these entities that specifically define the entity providing service and separate these services from DTS Financial Advisors and IFG.