Richard is passionate about helping people visualize—and realize—their financial ambitions. For over 30 years, he has enriched his clients’ lives by solving and organizing their unique financial puzzles through a comprehensive and evolving planning process. His approach blends traditional financial planning with behavioral advice, creating meaningful conversations that lead to actionable blueprints and long-term follow-through.

Richard partners closely with his clients’ tax professionals and, when needed, estate planning attorneys to ensure every angle is covered. He is also well-versed in Environmental, Social, and Governance (ESG) investing, offering clients values-aligned strategies.

Once goals and resources are clearly defined, Richard takes the reins so his clients can focus on living 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 leveraging the robust resources of Raymond James, Richard is always looking for ways to help—from tax-saving strategies to navigating volatile markets with greater diversification.

Richard earned a Bachelor of Science from Oregon State University in 1992 and the Chartered Financial Consultant (ChFC®) designation in 2011. He grew up in Beaverton, Oregon, and now lives in Redmond with his wife, Sonia. A U.S. Navy and Navy Reserves veteran, Richard is committed to giving back. He has served on the board of the Beaverton Education Foundation and volunteers with several organizations, including DECA, which prepares emerging leaders in marketing, finance, hospitality, and management.

Outside of work, Richard enjoys life in Central Oregon—working on his Redmond farm, traveling, golfing, playing tennis and pickleball, hiking, scuba diving, and participating in competitive shooting sports.