Richard is the Principal of Planning Solutions. He has over 40 years in the Financial Services Industry of which over 30 of those years have been in the Denver Area.
Richard has a Bachelor of Arts Degree with a Double Major in Economics and Business from Vanderbilt University.
His wealth of experience includes stints as an insurance executive in the home office working in underwriting and policy design as well as running a multi-line insurance agency and financial advisor. He also worked at a radio and TV station and the Grand Ole Opry while in college.
Richard primarily specializes in Retirement and Succession Planning for small business owners, their employees and their families. He takes pride in that his average client has been with him for over 10 years.
Richard is involved in the Community. He serves the Denver Area Council of the Boy Scouts of America as a Scout Leader. He enjoys seeing the young people he has worked with go on to college and/or the military and become productive members of our community.
He also served as a youth soccer coach and sponsored youth sports teams in baseball and soccer, and was a part-time ski instructor.
He enjoys camping, swimming, skiing, cycling, hiking and watching college and professional sports.