Richard is the President and owner of Avid Wealth Management Group, LLC. He serves as an investment advisor to his clients, providing portfolio management, retirement, insurance and financial planning for wealthy individuals, trust, estates and corporate retirement plans. Richard was featured in Atlanta Magazine where he has been named as a Five Star Best in Client Satisfaction Wealth Manager for multiple years.
A practicing CPA, Richard was a client services shareholder of HLB Gross Collins, PC, from 1984 through 2018 having joined the firm at the start of his business career in 1973. He served as International Practice leader from 1989 to 2018. Richard served a broad range of industries including manufacturing, distribution, construction, service and technology companies. He has extensive experience in business acquisitions, business sales and many issues related to financing, planning and tax strategies for these transactions. He also served as trusted advisor to his clients. In addition, Richard also served as the firm’s representative with a worldwide organization of accounting firms, HLB International.
Richard is a graduate of the University of Georgia, receiving a Bachelors of Business Administration (BBA) with a major in accounting. While at Georgia, he was a member of the Beta Alpha Psi scholastic accounting fraternity. Richard is a cum laude graduate of Andrew College where he earned his Associate in Science degree. While at Andrew he was a member of the Phi Theta Kappa scholastic honor society.
Richard is a member of the American Institute of CPAs and the Georgia Society of CPAs. He is a former member of the Board of Directors of the University of Georgia Alumni Association. Richard is a former President and director of Pinetree Country Club. Richard is a former director of North Cobb Christian School. He was a member of the Board of Advisors and member of the Economic Development committee of the Metro Atlanta Chamber of Commerce. He was also actively involved in the German-American Chamber of Commerce.
Richard is a trustee of Andrew College and serves as head of the audit committee and serves on the investment and finance committees. He was a director and treasurer of the French-American Chamber of Commerce from 1998 to 2018. He was a member of the Board of Advisors for the School of Accounting at Kennesaw State University (KSU) from 1992 until 2018 and was chairman of the Board from 2015 to 2018. Richard was also a member of the strategic planning committee at KSU.
Richard has the largest Christmas Light display for a residence in the State of Georgia at his home in Kennesaw, GA. The display features over 1 million lights, music and over 230 natural trees. His display is visited by thousands of people each year. The display is named “Lights of Joy’ and was a contestant on the ABC national TV series “The Great American Light Fight” in December 2019.
Richard’s other charitable activities consist of serving on Boards and providing financial expertise to charitable, civic and educational institutions. He is also an active member of the First United Methodist Church, Marietta, GA.
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Heather Carter is the Vice President of Avid Wealth Management Group, LLC and has been with the firm since 2007. She specializes in research, portfolio construction, financial analysis and client relationship management. Heather also has several prior years of experience as a Retirement Plan Specialist.
Heather is committed to helping clients increase and preserve their net worth. She employs a comprehensive approach to investment planning and management while offering personalized and proactive services to each of her clients.
Heather has a B.A. from the University of Georgia and also studied at L’Université de Montpellier III Paul Valéry. She is fluent in English, French and Italian.