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. Considered by many to be an “advisor to advisors,” Colin has trained hundreds of financial advisors across the country. His method of helping his clients achieve financial independence is one of the most innovative strategies in the retirement marketplace, and he has been quoted in media outlets across the country as a speaker, author, radio host, and personal investment advisor. 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.
To learn more about Colin, visit www.colinrichards.com for articles, blogs, podcasts and more.
Jason Weckel, CTS™
Jason is a Certified Tax Specialist™ and financial advisor with Lord and Richards, and is responsible for developing, implementing and maintaining retirement plans for his clients. In addition to advising clients in multiple states, Jason has coached advisors across the country on ways to implement unique and powerful strategies to help their own clients through retirement successfully. More than anything, he enjoys seeing hard work and detailed plans come together to help allow people to live their lives to the fullest in retirement. Jason has passed the Series 65 securities exam, and also holds life insurance licenses in multiple states.
John Sánchez, CPA
John is a licensed CPA and financial advisor with Lord and Richards. John brings past corporate experience as a chief financial officer and has advised business owners in diverse industries such as mining, small-ticket leasing, manufacturing, financial services and health care. He excels in matters of forecasting and planning, corporate insurance, retirement planning, equity transactions, mergers and acquisitions, corporate tax and sales. This experience has given him a passion to help his clients achieve both their business and personal goals through sound strategies and practices. Today, he brings that same passion to individual retirement planning. John has passed the Series 65 securities exam and holds his life insurance license.
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 20 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.
Luke Gregory has a background in business and finance and serves as the Administrative Assistant to the Lord and Richards Team. He has very diverse experience ranging from accounting and finance to professional golf instruction. Luke recently 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.
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, and as a family enjoy playing golf, watching sports and reading great books.
Client Service Specialist
Tosha McMahan has worked in the financial planning industry for over 15 years. Most recently she was an operations specialist at a large, registered investment advisory firm. She has a bachelor’s degree in public relations. Tosha loves meeting new clients and walking alongside them as they discover sophisticated strategies to meet their current and future financial needs.
She lives in Castle Rock with her husband and two children. When she is not at work, she is more than likely at the ballfield as both of her children play tournament baseball and softball.Her family also enjoys camping, biking, and exploring beautiful Colorado as they are transplants from Atlanta, Georgia.
Client Service Specialist
Jesse holds a B.S. in Business administration has passed the Series 65 examination and holds Colorado life and health insurance licenses. He works alongside our advisors to ensure our clients receive the highest level of personalized attention and service. Jesse also enjoys the challenge of building comprehensive plans and making sense of the many intricacies involved in a successful plan.
In his spare time, he greatly enjoys skiing, hunting,biking, or doing research on just about any subject.
Ready to Take The Next Step?
For more information about the strategies listed here, schedule a meeting today or register to attend a workshop.