Richard Staves

Richard Staves is a financial advisor with Roots First Financial. He specializes in retirement planning, tax strategies, estate planning, wealth management, employee benefits, Social Security optimization, insurance, and investment portfolio management for high-net-worth individuals, retirement plans, and business clients.

With over 40 years of experience, Richard began his career in public accounting and has represented clients before the IRS and state tax agencies in audits, appeals, and collection matters, including Tax Court cases. He later transitioned from his tax and accounting practice into financial planning, where he now combines deep tax expertise with comprehensive wealth management.