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Market Update | January 2023
A year ago, markets were coming off one of the...
Senior Vice President,
Financial Advisor
Richard joined CAPTRUST in 2022 from Frontier Wealth Management and serves as a senior vice president and financial advisor. Prior to joining Frontier, Richard was the founder of Comprehensive Personal Financial Advisors, a full-service financial planning firm serving the needs of wealthy individuals. Richard has extensive experience in investment management, estate planning, retirement planning, and income tax planning and return preparation.
Richard holds a Bachelor of Science degree in business administration, as well as Master of Science degrees in taxation and oil and gas accounting and management, all from Texas Tech University. He is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, and the Colorado Society of Certified Public Accountants.
Richard is also associated with Otto Aviation Group as a board member and the director of corporate development. Outside of work, Richard enjoys fly fishing, hiking, and golfing.
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