For 18 years, Richard has enjoyed helping individuals and small business owners throughout the country balance long-term financial goals and short-term wants and needs. He says, “The greatest reward in financial planning is seeing people reach their goals and knowing you played a role in that success.” At Ballast Advisors, Richard is responsible for overseeing the advice and wealth management operations and serves on the Investment Committee. He is a current member of the Financial Planning Association and holds the designation of Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). Richard is a proud graduate of the University of Minnesota – Twin Cities