EDUCATION AND CERTIFICATIONS
- B.A., Political Science and European History, University of Minnesota – Twin Cities
- Member, Financial Planning Association, Minnesota Chapter
Associate Wealth Partner
Richard serves TruNorth clients by supporting the Wealth Partner team in asking the right questions and crafting unique solutions for clients. He keeps clients moving toward their TruNorth as they navigate concerns, struggles and victories.
Richard collaborates with our TruNorth team and clients, implementing plans to achieve each client’s unique goals. He is passionate about helping clients and their families build financial confidence. When a client is seeking clarity in their financial ecosystem, he encourages and contributes to discussions that keep their goals and values top of mind.
Richard brings 10 years of diverse experiences to TruNorth from small business management in the private sector to tax management in the public sector, which helps him understand the nuances of each client’s complex financial ecosystem. He enjoys breaking down complex issues into simple solutions.
Richard lives in St. Paul, Minnesota, with his wife, Hannah, and two children. In his free time, he enjoys cooking, watching TED Talks, building things, studying, and playing with family.