Over the course of Richard’s career, he has developed a passion for providing truly comprehensive and deeply integrated wealth management services to individuals and families. An educator at his core, Richard delivers services that are empirical in nature; rooted firmly in the growing academic sciences of financial planning, behavioral finance, and portfolio management. Richard helps our Firm's clients plan for and navigate the sometimes stressful or exciting financial situations that inevitably arise in life. Richard is an expert at helping clients avoid emotionally-driven decisions, instead guiding clients into making decisions that are likely to lead to the life the client envisions for themselves.
As a young practitioner, Richard noticed that while many firms have their competencies and strengths, very few had harnessed those strengths and brought them together in an integrated fashion. Richard has taken the core strengths and competencies that he has witnessed in firms across the country and assimilated them into cohesive services. These services bring the disciplines of financial planning, tax planning, succession planning, and trust and estate planning into a seamless package. His process breaks down the complexity of our financial lives, ensures the moving parts are all working together, eliminates inefficiencies, and summarizes your responsibilities into very simple action steps.
Experience matters. A 2002 graduate from the Texas Tech Personal Financial Planning program (widely regarded as the top program in the country for Financial Planners), Richard has worked for firms all across the country, including some who are considered leaders in their areas of expertise.
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