Richard is a CERTIFIED FINANCIAL PLANNER™ Professional who began his career as a Financial Advisor in 1988 and joined Wells Fargo Advisors in 1995. Richard is a longstanding member of Wells Fargo Advisors Platinum Councial, from 2005-2023, The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.



Richard was born in Glasgow, Scotland and moved to California in 1968.  He earned his bachelor's degree from California State University, Long Beach in 1985 and has served on the University's Athletic Advisory board.  A strong believer in community service Richard has served on numerous non-profit boards in both Los Angeles and Orange County and is still active in several local non-profit groups.

Richard and his wife reside in Huntington Beach.  They have three grown children who live in Southern CA and Denver area.

CA Insurance License # 0698565. Resident State: CA

Tina is a registered Senior Registered Client Associate for the Jackson Wealth Management Group of Wells Fargo Advisors. She began her career in the financial services industry in 1985 and joined Richard in 1990. Her administrative experience is critical in helping our clients resolve all administrative requests in a timely and professional manner. 

CA Insurance License # 0D10391. Resident State: CA

As a Financial Consultant, Cindy is dedicated to managing client relationships and providing comprehensive and strategic planning.  Cindy has over 20 years of financial industry experience that started with retail banking.  She currently holds her FINRA Series 7, Series 66 registrations and California Life Insurance license as well as being a CERTIFIED FINANCIAL PLANNER®.

Cindy earned her Bachelor’s degree in Business Finance from California State University, Fullerton.  She has worked in the Seal Beach community for over 15 years.  Outside of the office, Cindy enjoys running and playing tennis.  As a family, Cindy and her husband love to travel and would like to continue to take their daughter on as many adventures as they can.

CA Insurance License # 0E6598. Resident State: CA