Salt Lake City, Utah Office
-
An advisor to many independent business owners, Rich is passionate in helping them achieve and maximize their financial potential. Today he is still as excited about his work as he was the first day he started.
-
Rich began his career in the financial industry in 2004 with Fidelity Investments as an option trader. He quickly realized he wasn’t offering all the advice that his clients needed to achieve their goals. This fueled him to obtain his CFP® credentials and to start helping clients maintain their financial independence through sound objective advice. In 2020, Richard joined EP Wealth Advisors.
-
Richard graduated from the University of Utah with a B.S. in Economics and a Business minor.
-
Beyond the world of wealth management, Rich’s passions include supporting his kids in their sports, hiking, and paddle boarding rivers throughout Utah.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
When you hear about tariffs in the...
With new 401(k) contribution limits for...
International Women’s Day: Celebrating...
As 2024 winds to a close, it is the...