Dick brings over 46 years of experience from the financial services industry to Haven Wealth Group. For more than 30 years, Dick managed small business lenders and supervised a large team of retail lenders at both JP Morgan Chase and Wells Fargo Bank. In addition, Dick spent 16 years in the Commercial/Finance areas of the Continental Group in New York City; Atlanta, Georgia; Milwaukee, Wisconsin and in Houston.
Dick is very active in a variety of organizations including The National Association of Credit Management (NACM), The Downtown Association, and The Westlake Club.
Dick attended the Graduate School of Credit and Management at Dartmouth University. He earned a Bachelor’s of Business Administration from Bucknell University. Dick studied towards a Master’s Degree in Business from the NYU Graduate School of Business. In addition, he earned his Series 65 designation in 2013.