Richard is a graduate of John Caroll University, where he earned a B.S./B.A. in accounting in 1985. He started his career at Deloitte and Touche in Cleveland, Ohio, focusing on auditing pension and endowment plans. Richard offers over three decades of financial services experience and focuses on wealth planning and money management for executives, business owners and entrepreneurs, and high net worth individuals of all backgrounds.

Richard started his investment career in Cleveland in 1987 focusing on wealth planning. He moved his practice to San Diego in 2003 and now focuses his practice in the Franklin, TN office. 

At UBS, Richard acquired the Accredited Asset Management Specialist® with the College of Financial Planning and Wealth Advisor designations. He and his team have been featured in various articles in On Wall Street, Investment News and Bank Investment Consultant and he has a number of appearances on CNBC. Richard is also a distinguished member of the Chairman's Council, which represents the top 2.5% of all advisors at UBS.

In addition, from 2012 to 2014, Richard served on the UBS FA Advisory Council, a select group of 14 advisors chosen to represent all of the 7,000 UBS Advisors in the United States. The council focuses on helping to shape the firm’s wealth management strategies to UBS' Executive Committee.

In 2020, Richard was awarded "Best-in-State Wealth Advisors" by Forbes and Shook Research. 

Richard spearheads a quarterly CEO Roundtable aiming to assist local entrepreneurs in reaching their goals. He is also the past President of the American Diabetes Association (Cleveland Chapter) and is married with three children.

Registered States:
AL, AZ, CA, CO, DE, FL, GA, HI, ID, IN, KY, MI, MO, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, WA

Paige Muirhead joined the Ina Wealth Management Group as a Client Service Associate and is responsible for the team's marketing efforts, administrative operations, and brand development. She is a Tennessee native who brings an international background having graduated from Richmond: The American International University of London with a BA in Finance. Upon return she started working for UBS Financial Services in 2014 in Home Office Operations as a member of the Investment Advisory Support Team dedicated to ensuring high quality service for UBS clients. In her free time Paige enjoys performing aerial arts, traveling, and spending time with her family.

Registered States:
AL, AZ, CA, CO, DE, FL, GA, HI, ID, MI, MO, NC, NM, NV, NY, OH, OR, PA, SC, TN, UT

Alison Ina is dedicated to building trusted relationships and delivering a white glove experience with our clients. Her focus is to meet our clients’ daily needs in a timely and high quality manner and to manage the team’s administrative operations. Alison brings three years of C-level executive associate experience to the team and graduated from California Lutheran University with a BA in Finance. Outside of work, Alison enjoys spending time with her family, cooking and traveling.

Ginger has been with the team since 2013. Prior to UBS, Ginger started her career in the medical industry as an insurance analyst before staying home to start a family. Ginger currently helps the team with event planning, research and marketing. Originally from Crestwood, KY, Ginger enjoys tennis, cooking and spending quality time with her husband, Richard and their three children.