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Ann-Marie Bethoney

Ann-Marie Bethoney

Susan Bishop, 9 Jun 2022
Ann-Marie joined Richardson Financial Services in 2022 as a Client Service Specialist. Her friendly approach and high energy are a great fit with the Firm’s client-centric philosophy. In her role, Ann-Marie collaborates with the Investment […]
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Lisa Johnson

Lisa Johnson

Susan Bishop, 26 Jul 2021
Having been with the firm since 2005, Lisa is well-positioned in her role as Client Service Specialist to facilitate meaningful connections with the firm’s clients and to monitor client satisfaction. Lisa is the key liaison […]
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Brian Gray

Brian Gray

Susan Bishop, 26 Jul 2021
Brian joined Richardson Financial Services, Inc. in 2015 as a Senior Financial Advisor. Prior to joining the firm, he spent more than 20 years in the investment services industry where he worked with individuals, as […]
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Edward Pitts

Edward Pitts

Susan Bishop, 26 Jul 2021
CFP® Ed, a Certified Financial Planner®, returned to work at Richardson Financial Services, Inc. in March of 2020. Ed has over 25 years of experience serving institutional clients and assisting individuals and families plan for […]
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Brian Maxfield

Brian Maxfield

Susan Bishop, 26 Jul 2021
CFP®, CLU, CASL Brian, a seasoned and knowledgeable Certified Financial Planner®, joined Richardson Financial Services, Inc. in 2003. He provides personalized financial planning and investment advisory services, develops, and executes near-term and retirement plans, implements […]
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Steven Richardson

Steven Richardson

Susan Bishop, 26 Jul 2021
CPA Steve founded Richardson Financial Services, Inc. in 1997 and is currently the Firm’s President. Under Steve’s leadership and guidance, the Richardson Financial Services, Inc. team provides comprehensive personal financial planning services that meet the […]
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