Founder and Principal
A graduate of the University of San Francisco and the Wharton School of Business (Securities Institute), Mr. Stauffer brings over thirty-five years of personal wealth management experience to Private Client Services. Richard has specialized in corporate acquisitions, asset management and provided investment, finance and real estate planning services in private practice and bank environments. Prior ot his entry into the financial services industries he served as a District Zone Manager for Ford Motor Company. While there he actively managed operations, sales and inventory support programs for Tennessee and Kentucky. Richard is also a decorated military veteran who brings a results oriented mind set to his business. He is highly skilled in recognizing and developing leadership talent at all levels of an organization.