Meet The Team
The team behind Lord and Richards is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Founder & President
Colin is the founder and president of Lord and Richards. Colin has trained hundreds of financial advisors across the country. His method of helping his clients pursue financial independence is an innovative strategy in the marketplace. Colin has passed the Series 65 securities exam and holds life insurance licenses in multiple states so he can assist his clients with advanced planning. In addition, Colin and his wife Kaye Dee created the Foundation for Global Education to provide Christian education and charity throughout the developing world.
Charles Faulhaber, CFP®
Director of Financial Planning
Charles is a Certified Financial Planner™ and Financial Advisor with Lord and Richards. Starting in the financial services industry at the young age of 20, not long before the Great Recession of 2008-2009, Charles has learned over the past 15+ years the critical value of an integrated, holistic financial plan for clients to successfully weather the storms of investment volatility. Charles is a student of financial planning and in addition to the CFP®, he also holds Colorado life and health licenses.
Charles and the love of his life, Erica, celebrated their 10th wedding anniversary in 2021. In his free time, he enjoys laughing with his wife, walking their two bullmastiffs, working out, and seeking truth through the Bible.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Director of Operations
Kari Beers came to Lord and Richards after working several years in operations for a national fitness chain where she assisted in opening new facilities in the Denver metro area and in Nebraska, Kansas and Utah. Most recently, Kari worked five years in Douglas County at Ben Franklin Academy and Valor Christian High School. Being a farm girl at heart, she holds a bachelor’s degree in business with an emphasis in agriculture and a minor in management. At Lord and Richards, she is instrumental in managing the office logistics and helping solve problems whenever they arise.
Kari and her husband, Ike, have been married for over 25 years and have four busy kids. When they are not chauffeuring kids to a practice or game, the family enjoys an occasional movie night, watching football and March Madness, and kayaking.
Tim has extensive experience serving clients in or nearing retirement, and enjoys seeing his clients fulfill their goals, dreams and values. Time has also overseen the development and training of business leaders launching new financial practices. Holding both Bachelors and Masters Degrees, he has passed the Series 7 and Series 66, as well as the Securities Industries Essentials Exam and holds life insurance licenses in multiple states.
Tim has been married 28 years to his wife Jervaun, and together have two grown children and four active dogs. When he is not being the "Best Dog Owner," Tim and his wife enjoy spending time on the lake, riding a tandem bicycle, and traveling to attend concerts. Tim avidly trains for and completes various athletic events such as Ragnar, Spartan, and triathlons. Passionate about giving back, Tim volunteers locally with Habitat for Humanity and Food Bank of the Rockies.
Luke Gregory has a background in business and finance and serves as a Financial Advisor to the Lord and Richards Team. He has very diverse experience ranging from accounting and finance to professional golf instruction. Luke moved to Denver from the East Coast, where he earned his bachelor’s degree in Business Administration. His passion for business, and success as a collegiate golfer opened opportunities to advance his career here in the beautiful state of Colorado. After years of helping people achieve a better golf game, Luke has channeled his efforts and experience to serving individuals and helping them reach their financial goals. He is currently working toward becoming a CFP®
Luke and his wife Holly met at college in Virginia and have now started their family here in Colorado. They have a beautiful daughter, Callie Grace, as well as a son, Jonathan Taylor. As a family they enjoy playing golf, going to the pool and watching sports.
Born and raised in Colorado, Jon Glazier earned a health science degree from CCU and taught high school sciences prior to joining the team at Lord and Richards. He realized his passion for personal finance in college when he found himself studying finance in his free time. As a financial advisor, he enjoys helping people learn about personal finance and achieve their financial goals.
In his spare time, Jon enjoys working out and playing basketball with his dad, and his three brothers. He also works on and collects watches. Jon married his high school sweetheart Taylor in 2022 and they now have a Great Dane named Toby that they love to train and spend time with.
Client Service Specialist
Callie holds a B.S. in Business Administration and enjoys getting to know our clients by working on our client service team. Callie loves learning about our clients’ needs and answering questions throughout the day.
Since she moved here from a small town in the frozen tundra of Northern Minnesota, Callie enjoys exploring the beautiful areas in Colorado by hunting, fishing, and learning how big city life works.
Rachel Van Gulick
Rachel comes to Lord and Richards after 7 years in the Country Club industry where she assisted in the planning and executing of events, developed Club Communication, and assisted in enhancing the membership experience. She holds a B.S. in Event and Meeting Management and loves to put her creativity to the test when planning events and entertaining groups of all sizes. At Lord and Richards, her expertise has been valuable in planning and executing wonderful events for prospects and clients alike.
When not at work, Rachel enjoys traveling state to state and sometimes country to country, as well as going to concerts. A Colorado native, she loves to be outdoors- whether that be Jeeping on the trails or taking her 2-year-old Golden Retriever, Rhett, for walks.
Client Experience Manager
Renee’s 17 years of experience in Christian school development, public school communications, and journalism led her to Lord & Richards. Renee has led multiple philanthropist experiences from banquets to workshops. She has also led Communication departments for public school districts in Texas where she earned dozens of state and national awards. Prior to her work in education, Renee was a TV and newspaper reporter in Central Texas. She holds a Doctor of Education in Christian Leadership and a master’s degree in Christian ministry. She has also earned a bachelor’s degree in communication arts along with a collegiate golf scholarship. As a Texas native, Renee enjoys getting to know all that Colorado has to offer from unique restaurants and social venues to hiking trails and golf courses.
Laura is a seasoned Work Administrator with over 3 years of experience in streamlining operations, enhancing productivity, and fostering a positive work environment.
Beyond her professional expertise, Laura is a dedicated mother of three, skillfully balancing her demanding career with the joys and responsibilities of family life. Her ability to juggle multiple priorities with grace and efficiency is a testament to her exceptional organizational skills and unwavering commitment to excellence in all aspects of her life.
Outside of work, Laura enjoys spending quality time with her family, and exploring Disney destinations. She believes in the power of storytelling to connect people and instill positive values, a principle she applies both at home and in the office.
Ready to Take The Next Step?
For more information about the strategies listed here, schedule a meeting today or register to attend a workshop.