Richard J. Alphonso serves as the President and Chief Executive Officer of our firm and brings 20+ years of experience in such areas as personal financial planning, investment management, corporate finance and business consulting. Rick holds a Bachelor’s Degree in Accounting and a Master’s Degree in Taxation from the University of New Orleans, as well as a Juris Doctor from Tulane
University School of Law. Rick is a certified public
accountant (CPA) and an attorney. He is the Past-
President and current member of the Board of Directors of the American Association of Attorney-Certified Public Accountants (AAA-CPA).