The Team

THE RICHMOND GROUP
It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

Our Advisors

Mark Richmond

Mark Richmond

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Education

Bachelors in Finance, University of Illinois, Champaign-Urbana 1975, Masters in Finance, De Paul University 1985

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Alan Richmond

Alan Richmond

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies

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Our Staff

Ann Jenkins

Registered Client Service Associate

Viktoria Bendikova

Client Service Coordinator