About Us
Meet Richard
Growing up, Richard experienced firsthand the consequences of unnecessary risk when his father lost everything he had saved for retirement. A learning opportunity, his mother and stepfather followed that heartbreak by sharing with Richard the power and value of investing and mitigating risk, encouraging and furthering his interest and entry into the financial and insurance worlds.
With his 20+ years of experience and accumulated knowledge, Richard feels compelled to share his insights with others so they don’t end up like his father. As a financial professional, he stands out because he doesn’t act as a salesperson—he acts as a true representative and values the upmost commitment to helping exceed clients’ service expectations.
Compassionate and sincere, Richard approaches each client like a family member, helping navigate individuals through the unchartered waters of retirement planning strategies, finding satisfaction designing strategies that help give clients confidence in reaching their retirement goals.
He understands there’s no magic strategy for everyone when it comes to planning strategies, which is why he teaches his clients to chart a course and to be diligent about maintaining and adjusting that course. Richard assists them with their journey by taking all the various accounts clients have and assembling them in a way that shows them how they will work together for their retirement-income purposes. Collaborating with the clients on this process gives them confidence in their financial futures. To help serve his clients, Richard holds his Series 6, 7, 26 and 63 securities registrations with Ameritas Investment Corp and is also a licensed Certified Financial Educator (CFEd®).
Outside of the office, Richard enjoys spending time with his wife Becky, their daughter Sophie and son Sam, and having family adventures with them. You can also find him partaking in CrossFit, traveling and attending Portland Timbers matches.
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