Our Team
Richard Fewell, CPA, CMA, CFA, CBV, CFP
Over a 35-year career, Richard has worked in many fields, including wealth management, taxation, business banking, accounting and business brokerage. He has also been involved in several business start-ups and has helped many owners with the successful sale of their businesses. This background and experience have given him a lot of insight into the unique challenges and needs of business owners. To complement his business experience, Richard has obtained the highest level of training in 4 professional fields - accounting, business valuation, financial analysis and financial planning.