Richard Burt

Sr. Vice President

Richard is a financial educator in the Mid-South area whose educational presentations are widely attended by individuals in or nearing retirement. Richard teaches people how to avoid the common financial mistakes that typically impede so many retirement plans. Mistakes such as inefficient asset allocation, overpaying on taxes, and the lack of emergency healthcare planning. Richard’s goal is to educate his clients so they can make informed decisions that will suit their needs and enable them to achieve their long-term financial goals.

Richard was awarded the “Five Star Wealth Manager” award for both 2009 and 2011. He was also awarded the Cambridge Who’s Who Lifetime Member Award for Executives, Professionals, and Entrepreneurs in 2011.

Richard and his wife Tanya live in Cordova with their four children, Chase, Gavin, Zach, and Ava. When Richard is not spending time with his family or working, he is very active with his church group and community.