Richard is passionate about helping people visualize, and realize, their financial ambitions. For over 27 years he has enriched his client’s lives, by comprehensively solving and organizing their unique financial puzzles. He accomplishes this by continuously advancing his established planning process, depth and breadth of resources, and personal education. Richard uses behavioral advice in addition to traditional financial planning to help his clients develop and reach their goals. This is done with meaningful conversations to help design the blueprints, and continued follow-through, with a genuine desire to make sure no stone is left unturned. Richard will partner with his clients’ tax professional and, if needed, an Estate Planning Attorney, to build and maintain a solid plan. He is also well versed in Environmental, Social, Governance (ESG) investing.
Once the goals and resources are identified, Richard prides himself on taking the reins and letting the client live their lives. “Most clients don’t want to go into the weeds when it comes to investments. They want to know someone who cares, and is highly competent, is doing that for them.” By utilizing the many resources that Raymond James provides, Richard is constantly looking at ways to help his clients. Whether it’s saving money on taxes, or seeking greater diversification in bumpy markets, clients appreciate that Richard has their back.
Richard earned a Bachelor of Science degree from Oregon State University in 1992 and the Chartered Financial Consultant (ChFC®) designation in 2011. Richard grew up in Beaverton, Oregon and now lives in Tigard with his wife, Sonia. He spent 10 years in the Navy, and Navy Reserves and has a diligent commitment to giving back the community. He served as a board member for the Beaverton Education Foundation and volunteers with several organizations, including DECA- (DECA prepares emerging leaders and entrepreneurs in marketing, finance, hospitality and management in high schools and colleges around the globe.) When not busy with volunteer work, Richard enjoys traveling, golf, tennis, scuba diving and competitive shooting sports
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matter with the appropriate professional.