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, a firm of financial professionals dedicated to helping their clients become more financially independent and better able to cope with the changing world around them in today’s volatile marketplace.
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 in demand in the retirement marketplace. He has been quoted in media outlets across the country as a speaker, an author, a radio host and a financial advisor. Colin has passed the Series 65 exam and is registered as an Investment Adviser Representative. He also holds life insurance licenses in multiple states so he can assist his clients with advanced long-term planning.
Colin and his wife, Kaye Dee, have served many years in Christian ministry, culminating in their latest adventure, The Foundation for Global Education. They started the foundation to provide a means for reaching people across the world in need of Christian education and charity. Their most recent project was building a school in India for children with no educational opportunities. Helping people is what the couple loves most, and they are thrilled to involve their four children — Joshua, Amelia, Victoria and Julia — in their life work.
To learn more about Colin, visit www.colinrichards.com for articles, blogs, podcasts and more.
Robert Allamon has a passion for people that has been nurtured and sharpened through years of service for religious and nonprofit organizations. Robert developed the critical listening and creative thinking skills that were vital for helping people manage their assets and achieve their fullest potential personally, relationally and financially. Today, that passion is focused on helping people achieve their individual retirement goals.
Robert takes his job as an advisor seriously and considers it extremely rewarding. Helping people manage their assets effectively while working toward a secure and enjoyable retirement is greatly satisfying for him. As part of his commitment to providing sound advice to his clients, Robert has passed the Series 65 securities exam and is registered as an Investment Adviser Representative. He also holds life insurance licenses in multiple states.
Robert and his wife, Janie, have been married for over 30 years and have four sons and five grandchildren. As a family, they enjoy spending time together, playing golf and — believe it or not — riding roller coasters.
Jason Weckel, CTS™
Jason is a Certified Tax Specialist™ and a financial advisor with Lord and Richards. Responsible for developing, implementing and maintaining retirement plans for his clients, he entered the financial services industry right out of college and has worked hard to become a well‐rounded financial planner. 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 get to, and 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 is registered as an Investment Adviser Representative. He also holds life insurance licenses in multiple states.
Jason and his wife, Jacqui, enjoy just about everything outdoors, but particularly skiing. In addition to being active outside, Jason plays the piano at his local church and enjoys being involved in local music whenever he can. Jason and Jacqui have a son, Hudson, and a daughter, Lily. They are looking forward to getting both of them on skis and playing the piano!
Robert is a financial advisor for Lord and Richards with a strong background in accounting and finance. Throughout his career, he has honed his specialty on tax. From determining taxability of trades at a hedge fund level, to personally consulting with entrepreneurs’ personal and corporate tax returns, his knowledge in taxes is quite extensive. He has spent the past several years as a financial controller overseeing a team of accountants performing tax work, finances, and treasury services for a $25 million company. In addition, he managed the entrepreneur’s personal finances, along with the owner’s 15 other personally-owned LLCs. Throughout Robert’s experience of dealing with high net worth individuals, he has noticed a gap between personal wealth and financial wisdom. This has turned Robert’s passion to the financial advising industry where he can use his knowledge to help individuals manage the finances they have worked hard to earn. Robert has passed the Series 65 securities exam and is registered as an Investment Adviser Representative.
Robert and his wife have 4 small children. Their kids keep them busy with activities including soccer, gymnastics, and swimming. Their family also enjoys exploring and spending time together in the great outdoors.
John Sánchez, CPA
John is a licensed CPA with financial experience in several diverse industries, including mining, small-ticket leasing, manufacturing, financial services and health care. In his prior roles, John advised business owners on matters of forecasting and planning, corporate insurance, retirement planning, equity transactions, mergers and acquisitions, corporate tax, and sales. He has a passion for helping small business owners achieve both their business and personal goals by helping them execute sound business strategies and practices. Today, he brings that same passion to individual retirement planning. John has passed the Series 65 securities exam and is registered as an Investment Adviser Representative.
John is married with two adult children. He enjoys the Colorado seasons, being active outdoors, and visiting the national parks with his family. As an active member of his community, John participates in outreach programs through his church, specifically those that focus on music and the elderly.
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.
Janie Allamon is a people person and has a passion for building relationships. As an experienced administrative assistant for many years, she brings a warm voice and friendly face to the Lord and Richards office. She holds a bachelor’s degree in family and consumer science and thoroughly enjoys the relational side of her job. She and her husband, Robert, have been married for over 30 years and enjoy being back in Denver. Janie’s passions include not only her husband but also their four sons, three daughters-in-law and five grandchildren. She and Robert are active members of their local church and enjoy ministering together there. Janie also loves shopping, reading and attempting cycling or the game of golf.
Emilee Nelson is the marketing coordinator of Lord and Richards. She holds a bachelor’s degree in journalism and mass communication and leads the daily effort to keep our clients and the community aware of all the good things happening at our firm. Emilee assists in event planning and communications and is the force behind our digital marketing and social media. In addition, She assists Colin’s wife, Kaye Dee, in the publication of a digital blog and Christian magazine called “The Beautiful Spirit.” She is involved in her local church’s singles group as well as its sound and music ministries. In her spare time, Emilee loves photography, writing music and exploring the Rocky Mountains with her friends and family.
Ready to Take The Next Step?
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