Richard is the managing partner of Coast to Coast Financial Advisors. As a branch director for many years, he primarily focuses on complex issues surrounding estate, trust and philanthropic planning, and coordinating with our clients’ tax and legal professionals.

Experience

• More than 35 years of experience in the financial industry, specializing in
  individual portfolio development and management

Education and licenses

• Bachelor of Science degree in business administration from University of Arizona
• Has passed the Series 7, 8, 31, 63 and 66 securities exams
• Insurance licensed
• Accredited Wealth Manager (AWM) designation
• Registered under NMLS#1631993 through City National Bank

Recognitions

• Chairman’s, President’s or Director’s Council Award recipient since 1994
• Dick McFarland Volunteer of the Year Award recipient for the RBC Wealth
  Management employees who made the most outstanding contributions to
  their community – 2003
• The Spirit of Philanthropy award for dedication to philanthropic issues – 2006
• The Dynamic Duo award for extensive community service – 2008
• Father of the Year – Community of Tucson – 2006
• RBC Global Citizen Award – 2017

Community involvement

• President of board of directors, St. Augustine High School — 2008 – current
• Chairman of the Pima County Board of Adjustments — 1994 – current
• Commissioner, Pima County Commission on Trial Court Judges — 2002 – current
• Steele Children’s Research Center, board member — 1990 – 2002
• Tucson Medical Center Audit and Oversight Committee — 2000 – current
• Founding member of the Father’s Day Council – Tucson — 1994 – current
• Tucson Museum of Art – Trustee — 2016 – current
• Ronald McDonald House Charities of Southern Arizona – Development
  Committee member — 2017 – current
• JobPath board member — 2004 – current
• Honorary board member of Tucson Ladies Council (TLC) — 2004 – current
• Sonoran Institute, board of directors
• Sonoran Institute — 2018 – current, Chair, Finance Committee

Personal

• Richard and his wife, Stella, are both third generation residents of Tucson
  and they have two sons and one grandson
• Achieved fifth-degree Master Black Belt in Tae Kwon Do and instructor
• Richard’s great-grandmother arrived in Tucson in a covered wagon