Richard Schaufert was formerly Vice President and Branch Manager with Advest, Inc; a Vice President and Omega Portfolio Manager with Oppenheimer & Co.; and Vice President and Insurance Product Manager with Smith Barney Harris & Upham after beginning his investment career in 1982 in St. Louis, Missouri. Rich began his investment advisor career in 1981.

He holds the AAMS (Accredited Asset Management Specialist) and CRPS (Chartered Retirement Plans Specialist) designations from the College of Financial Planning. Richard was a registered representative of Brokers International Financial Services LLC, a registered broker/dealer, Member SIPC. He holds securities registrations Series 7 (General Securities Representative), 8 (NYSE Branch Office Manager), 63 (Uniform Securities Agent State Law), 65 (Uniform Registered Investment AdvisorLaw) and multiple insurance licenses.

In his free time he is all about family, travel, and hands‑on projects — from bucket‑list adventures with his kids and grandkids to working around the ranch and the house on repairs and hobby jobs. Rich belongs to several Masonic groups in the Fairfield community. He is passionate about his model railroad, and he loves getting behind the wheel (or handlebars) of his 1948 Chevy pickup, 1994 Harley Davidson, or 1996 BMW Z3. He also finds great joy in performing in local theater productions.