Broker Check

Joseph Sullivan, CFS

Richard Austin, JD*, LLM, CIMA®, CEPA

Richard Austin, JD*, LLM, CIMA®, CEPA

Executive Director

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate and charitable gifting strategies, he helps high net worth clients build legacies for them and their families. Rich concentrates on working with advisors in the design and implementation of thoroughly researched tax advantaged strategies. Rich was previously an attorney in private practice and a corporate staff attorney specializing in tax issues and financial analysis.

*licensed, not practicing