Lord and Richards, Inc. Employee Directory

Financial ServicesUnited States11-50 Employees

Lord and Richards is an independent firm and fiduciary, dedicated to providing comprehensive financial services to individuals in or near retirement in the greater Denver, CO and Dallas, TX areas. Through our personalized Financial Independence Roadmap™, we provide strategies tailored to your unique needs, whether it's income planning, wealth management, or asset protection. We are passionate about guiding individuals and families through the complexities of retirement.



Our team approach to service ensures we can assist you with every aspect of your retirement. With an Enrolled Agent (EA) and an attorney available for our clients, we provide comprehensive support that goes beyond financial planning to address tax and estate planning considerations. By building close, trusted relationships, we aim to address your financial concerns and help you navigate life's transitions with clarity and confidence.



Discover how Lord and Richards can help you prepare for a fulfilling and secure retirement.
Visit our website to learn more.
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Investment Advisory services offered through Lord and Richards Wealth Management, LLC a Registered Investment Adviser

Find Lord and Richards, Inc. employees' phone numbers or email addresses

Lord and Richards, Inc. Global Highlights

Location
Employees

North America
15

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  • United States Of America
    14
  • Mexico
    1

Africa
1

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  • Nigeria
    1

Lord and Richards, Inc.'s Leadership

  • Stylized image of a person
    R. A.
    Vice President Of Client Service
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    C. R.
    President
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  • Stylized image of a person
    K. B.
    Director Of Operations
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  • Stylized image of a person
    A. S.
    Lead Advisor
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  • Stylized image of a person
    J. M.
    Lead Financial Advisor
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  • Stylized image of a person
    R. V. G.
    Senior Marketing Coordinator
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  • Stylized image of a person
    J. C.
    Marketing Coordinator/ Administrative Assistant
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  • Stylized image of a person
    T. T. M.
    Financial Advisor
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Contact profiles from Lord and Richards, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. R.
    President
    Phone icon
    United StatesColorado
    Aug 13, 2025
  • Stylized image of a person
    R. A.
    Vice President Of Client Service
    Phone icon
    Jul 19, 2025
  • Stylized image of a person
    K. B.
    Director Of Operations
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    Oct 17, 2024
  • Stylized image of a person
    A. S.
    Lead Advisor
    Phone icon
    United StatesColorado
    Oct 18, 2025
  • Stylized image of a person
    J. M.
    Lead Financial Advisor
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    United StatesTexas
    Sep 11, 2025
  • Stylized image of a person
    R. V. G.
    Senior Marketing Coordinator
    Phone icon
    United StatesColorado
    Oct 18, 2025
  • Stylized image of a person
    J. C.
    Marketing Coordinator/ Administrative Assistant
    Phone icon
    United StatesColorado
    Jul 18, 2025
  • Stylized image of a person
    T. T. M.
    Financial Advisor
    Phone icon
    United StatesColorado
    Aug 12, 2025
  • Stylized image of a person
    J. G.
    Financial Advisor
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    United StatesColorado
    Oct 23, 2025
  • Stylized image of a person
    C. G.
    Customer Service Specialist
    Phone icon
    United StatesColorado
    Oct 22, 2025

Frequently Asked Questions

What is Lord and Richards, Inc. known for?

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Lord and Richards, Inc. operates in the Financial Services industry. The company's main headquarters is located in 8744 Kendrick Castillo Way, Suite 100 Highlands Ranch, Colorado 80129, US; you can contact the main corporate office by phone at . Explore Lord and Richards, Inc.'s company overview page for more information.

What is Lord and Richards, Inc.'s most common email format?

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Lord and Richards, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lord and Richards, Inc. email formats with LeadIQ.

How many employees does Lord and Richards, Inc. have currently?

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Lord and Richards, Inc. has approximately 16 employees as of October 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are Lord and Richards, Inc.'s key employees and leadership?

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As of October 2025, Lord and Richards, Inc.'s key employees include:

  • Vice President Of Client Service: R. A.
  • President: C. R.
  • Director Of Operations: K. B.
  • Lead Advisor: A. S.
  • Lead Financial Advisor: J. M.

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