Richard Trudeau

Richard joined our practice in 2013 as an Administrative Assistant. After 10 years working in the automotive finance and sales industry, Rick changed his career to be more available to his family and work in a financial planning practice.

Prior to transitioning to Financial Advisor in 2017, Rick was the key client lead and problem solver.

He responded to all service requests and was pivotal in developing a system to increase client appointments. All team members agreed. There is not a problem Rick could not solve on behalf of clients. He was then and still is their staunch advocate.

This was especially valuable as he met individuals and families who wanted to organize their financial lives. His client outreach efforts have changed how we engage our clients .

Rick has his Life and Health license as well as his Series 7 and 66 designations. He is an Investment Advisor Representaive.

Rick is married to his beautiful wife, Julia, and has two children; Alexia and Christian. He is a "lifelong member" of the Shanty family.