As a Relationship Manager, Richard’s primary focus is on helping clients identify their financial goals. He also collaborates with the firm’s Investment Committee and research team to both build and manage client portfolios.
Richard has more than five years’ experience advising clients on their financial needs in the Denver area, focusing on individuals while also helping employers provide benefits to their employees.
Prior to working with Reilly Financial Advisors, Richard worked for two large firms focused on holistic financial planning and risk management.
Richard received his bachelor’s degree in economics from the University of Colorado, Boulder, has earned the Accredited Portfolio Management AdvisorSM (APMA®️) designation, and holds the FINRA Series 7, 63, and 66 licenses.
In his free time, Richard likes to snowboard, hike, camp, and spend time outdoors. He enjoys watching and playing sports as well as seeing new parts of the world.
Why I Do What I Do:
I enjoy meeting new people and listening to everyone’s unique story. Once I understand where someone is coming from and where they are trying to go, I can educate them on their options. Providing education and direction allows me to truly live my “give first” mentality. I find it rewarding to see a client walk away confident on their understanding of their finances and breathing a sigh of relief. As a Relationship Manager for Reilly Financial Advisors, I can do this on a daily basis while constantly meeting new people.