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Retirement Planner/Research Analyist

Richard is a Series 65 licensed Investment Advisor Representative (IAR) in the state of Washington. Building upon his 25-year career as a senior consultant and shareholder in a prominent healthcare consulting firm focusing on physician succession and retirement planning, Richard has spent one year as a full-time retirement planner so far and is very much enjoying the transition.

“Serving my clients as a retirement planner allows me to apply my many years of experience in helping physicians to a wider variety of clients and situations,” Richard says. “I have the ability to combine experience with innovation in solving many of the barriers that can get in the way of a client’s financial success.”

During his healthcare consulting years, Richard authored dozens of articles for professional journals regarding financial and retirement issues for physicians and was interviewed by writers on many occasions over the decades.

Richard is dedicated to being totally honest in helping clients achieve their best possible outcome, which is why he chose to obtain his Series 65 license. “The type of license I pursued when I got into the financial services industry makes me a true fiduciary, which is what I want to be. My mission is to help my clients realize their retirement goals to the greatest extent possible. I want to help provide the means for them to spend their retirement years happily; productively pursuing their own personal dreams.”

Most of Richard’s youth was spent in Southeastern Idaho; he earned his Master of Public Administration degree and Bachelor of Arts in economics from the Idaho State University.

Currently Richard and his wife live in Las Vegas, Nevada; they have been happily married for 45 years and have four children and 20 grandchildren. He serves as an organist in his church and has devoted himself to many other volunteer church roles and church-related service projects throughout his life, including volunteer support for youth and high school sports. In his spare time, Richard enjoys pursuing recreational and cultural activities with his wife including cycling, mountain climbing, camping, home renovation and music.