Focus
Richard assists clients and team members in all operational needs. His goal is to create trust through understanding, communication, and advice.
Background and Experience
Richard was born and raised in Petersburg, Alaska and had an early introduction to the rules of supply and demand working on his father’s commercial fishing vessel. At 22 he moved to Eugene, Oregon and started his career in banking.
He comes to Baird with 20 years experience in client management and servicing in the retail and commercial banking sectors. During this time, he gained his series 7, 63, 65, and insurance licenses and has excelled in relationship management by organizing teams of financial professionals to assist high value clients.
This made the transition to The Planning Group of the Northwest an obvious progression. He is very excited to bring his years or experience to the team adding value and confidence in our clients.
Personal Life
Richard has been married for 18 years to his wife Lisa and they have 2 children, Sarah 16 and Ayden 13. They spend their summers fishing, camping, backpacking, and playing softball.
Community is very important to Richard as he assists crews with the Anchorage Parks Foundation’s Youth Employment in Parks Program, and he enjoys building houses with Habitat of Humanity.