As an investment professional for 35 years, Dick is a consummate educator, great listener, speaker and problem solver. His specialities includes multigenerational family wealth and business planning, comprehensive asset management and creating dynamic customized financial plans for individuals, families, small businesses and corporations.
His dedication extends to his playtime on the golf course and tennis court and of course to his family, including wife BJ, daughters Kim and Niki, son in laws Dustin and Blake, and four grandkids: Dallas, Duke, Sydney and Presley. He loves family dinners and vacations just as much as he loves working with you to obtain your personal and financial goals.
Certified Financial Planner®
Advisory Affiliate of Cetera Advisor Networks LLC
Life and Disability Insurance Broker
BS Psychology Colorado State University
CFP requirements completed through the College of Financial Planning
Founding and active member as well as past President of the Granite Bay Rotary Club, established in 1983
Supporter of the Polio Plus Eradication Foundation, with a commitment to giving back to the community
Primary contributor and sponsor for “Never Forget Our Fallen,” an organization created to benefit children of fallen warriors
“I have dedicated my life to teaching people to make educated decisions on their finances, how to plan for the future, retirement and their family, encouraging them, their children and grandchildren to be an active part of the process.”