Salt Lake City, Utah Office
-
Rich advises independent business owners on achieving and maximizing their financial potential. He helps clients protect financial independence through coordinated planning and clear decision-making.
-
He began his career in 2004 and later joined EP Wealth in 2020. He earned a B.S. in Economics from the University of Utah with a Business minor and holds the CERTIFIED FINANCIAL PLANNER™ designation. His early experience shaped a commitment to objective, comprehensive advice.
-
His approach is practical, organized, and client-first. He simplifies complex topics and builds plans tied to real-world goals. He believes consistency and accountability drive long-term success.
-
He enjoys supporting his kids in their sports and staying active outdoors. He loves hiking and paddleboarding Utah’s rivers whenever he can.
Connect with Richard
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
EP Wealth Vice President, Advisor,...
EP Wealth Senior Vice President,...
Jimmie Plaskey, CFP®, CDFA®, walks...
The SSA now requires Login.gov or ID.me...




