Experience

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

Education and licenses

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

Recognition

• 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 award – 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