Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
A team approach adds perspective to all I do and provides increased benefits to my clients.
Meet the Team
Richard Newcomb, AAMS®, MBA
Founder | Financial Advisor
Originally from Northwest Indiana, I earned both my bachelor’s and MBA degrees from Purdue University before spending 25 years in management with United Parcel Service (UPS) and later launching my career in financial advising with...
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