Richard Bascom, MBA, Associate Wealth Advisor, supports senior wealth advisors in performing client service, setting up meetings, acting as a liaison between the client and advisor, and providing the advisor with the proper materials needed to succeed. Richard’s goal is to learn the financial services industry from the ground up by being involved in all advisor processes and earning the CFP^® and NSSA^® certifications.

• Former four-year member of the University of Kentucky Football Team