Richard draws upon 14 years in the financial services industry to provide solutions to individual investors and small business owners. He believes that many people invest aimlessly, rather than establishing a plan that focuses on specific goals. This planning process is accomplished most effectively in collaboration with a financial professional.
After completing his undergraduate studies at Regis, Rich was involved in regional airline operations management, working at hub airports in several cities. He later earned an MBA at the University of Colorado in Boulder. He holds the series 7 registration with LPL Financial, the series 66 registration with Western Wealth Management, LLC, and is licensed in Life and Variable Insurance.
Outside of work Rich and his wife Heidi enjoy traveling, but spend most of their free time at their cabin in Park County. That provides the ideal base for outdoor recreation of all kinds. Rich is also enthusiastic about touring the Rockies on his motorcycle. Rich and Heidi are blessed with two lovely daughters.