Meet Richard.

A little insight into
Richard Lee.

Everyone has a story to tell, and leaves a legacy behind. I feel lucky to be able to meet and work with clients who are living their life story and planning their next chapter.

I really enjoy my job. I know that every time someone walks into my office, they are bringing me their personal and sometimes private story. Talking about financial responsibilities and comfort levels isn’t always easy. I take great pride and care in listening to all the details of a client’s goals and how together, we can create a plan that is as unique as they are. My goal is to create a successful plan so that my clients can enjoy the rest of their story with confidence.

I am a native Oregonian who was born in Ashland and graduated from the University of Oregon. Growing up, I spent much of my time enjoying the great outdoors with my family and playing basketball whenever I could find time. I still have a great fondness of the sport and will forever be indebted to it for all of the lessons I learned—hard work, communica­tion and trust. These same lessons have guided me in my professional career.

When I am away from work, I spend most of my time with my two sweethearts, Carmen and Becky (Becky is my 4 year old pup). We love staying active and exploring everything the great northwest has to offer. Anything from hiking, to traveling, and my favorite; going to Blazer games!

Go Rip City!

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