Menu

Archives: Team Members

Get Our Updates

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 […]
Read More
Cynthia Coleman

Cynthia Coleman

Susan Bishop, 26 Jul 2021
Cynthia joined the Richardson Financial Services, Inc. team in 2015 as the Firm’s Client Service and Compliance Specialist. She assists in administering the comprehensive regulatory and compliance programs of the business, processes and monitors client […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More