The Team Dedicated to Your Freedom.

The Team Dedicated to Your Freedom.

Meet Your Team

Meet Your Team

Colin
Richards

President

Colin Richards

President

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Kari
Beers

Vice President of Administration

Kari Beers

Vice President of Administration

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Josh 
Richards

Vice President of Technology

Josh Richards

Vice President of Technology

Andy
Stenzel

Financial Advisor

Andy Stenzel

Financial Advisor

Doug
Robinson

Chief Compliance Officer

Doug Robinson

Chief Compliance Officer

Will
Meyers, EA,CFP®

Director of financial planning

Will Meyers, EA, CFP®

Director of Financial Planning

Trevor
Richards

Financial Advisor

Trevor Richards

Financial Advisor

Luke
Gregory

Financial Advisor

Luke Gregory

Financial Advisor

Jon
Glazier

Financial Advisor

Jon Glazier

Financial Advisor

Callie
Graf

Client Experience Manager

Callie Graf

Client Experience Manager

Rachel 
Van Gulick

Senior Marketing Coordinator

Rachel Van Gulick

Senior Marketing Coordinator

Lydia
Conant

Marketing Coordinator

Lydia Conant

Marketing Coordinator

Jenna 
Cookson

Digital Content Marketer

Jenna Cookson

Digital Content Marketer

Kimberly
Harris

Solutions Developer

Kimberly Harris

Solutions Deverloper

Holly
Leiker

Administrative Assistant

Holly Leiker

Administrative Assistant

Jenna
Cookson

Digital Content Marketer

Jenna Cookson

Digital Content Marketer

Johanna
Warner

Marketing Coordinator

Johanna Warner

Marketing Coordinator

Jenna
Cookson

Digital Content Marketer

Jenna Cookson

Digital Content Marketer

Our Location

8744 Kendrick Castillo Way, Ste 100

Highlands Ranch, CO 80129

720.214.6801

Meet Your Team

Colin Richards

Request an Appointment

Take the first step toward securing your financial future. Our team of experienced professionals at Lord and Richards is here to provide personalized guidance and strategies tailored to your unique needs. Whether you’re planning for retirement, managing your wealth, or optimizing your business finances, we’re ready to help you achieve your goals.

Colin Richards

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.

Kari
Beers

Vice President of Administration

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.

Josh
Richards

Vice President of Technology

Joshua Richards is the VP of Technology at Lord and Richards, where he helps keep the tech side of the business running smoothly. He’s responsible for managing and protecting data, overseeing software, and building and improving automated processes that make day-to-day work more efficient. When new ideas or tech-driven improvements come up, Josh is the one who helps turn those concepts into something real and usable for the team.

Outside of work, Josh enjoys anything that gets him outdoors and moving, including skiing, snowboarding, dirt biking, and mountain biking. He also loves spending time with his blue bay shepherd, Goji, and experimenting in the kitchen by trying out new foods and recipes.

Andy
Stenzel

Financial Advisor

As a Financial Advisor since 2013, Andy Stenzel enjoys having in-depth conversations with clients about their financial needs and goals, creating personalized strategies focusing on their unique situations, and continuing to support them over time and as their needs change. Andy holds high standards for himself and measures his success by his clients’ success. He is actively involved in his community and several local neighborhood organizations. Andy graduated from Colorado State University in 2008 with a degree in Economics and was also a Division 1 track athlete for 4 years.

Away from the office, Andy loves spending time with his family, which includes his wife, three children, and Swiss Mountain dog. They can usually be found at local parks, camping, or traveling the world. Andy believes Colorado is the best place to raise a family and serve his clients.

Doug Robinson

Cheif Compliance OFficer

Doug has almost 30 years of financial services industry experience ranging from banking to being a Financial Advisor to Chief Compliance Officer. He has held various securities and insurance licenses including the Series 7, 26, 24, 65 as well as being Life and Accident and Health insurance licensed. As Chief Compliance Officer, his role is to ensure that the firm is adhering to all fiduciary responsibilities and various regulatory requirements.

Doug graduated with a BA in History from Shippensburg University in Pennsylvania. In his free time, Doug enjoys spending time with his wife Donna, playing golf, going to the gym and watching Philadelphia sports teams. Doug is especially proud of his two children who are both very successful students and young scientists.

Will
Meyers, EA, CFP®

Director of Financial Planning

Will Meyers has over 25 years experience in Wealth Management, Taxation, Higher Education and Telecommunications. He graduated from University of Colorado with a B.S. in Engineering and worked for Lucent Technologies in the building next door to the current Lord and Richards office.

He earned a double masters in Business and Finance and has worked at the University of Denver, University of Colorado and a small family owned business. He has his Series 7 and Series 66, earned his Enrolled Agent (EA) designation from the IRS and earned his CFP® certification. His passion is helping clients make informed and intelligent choices that help position for generational success.

Will and his wife Tina have been married for 27 years and have three children (and a daughter-in-law). They love spending time with the adult children and also enjoy the new found empty-nesting. Will loves running, swimming, paddle-boarding and snowboarding. He has enjoyed many opportunities giving back including founding and running a PTO at the kids charter school and serving on the Finance and Facilities committee at their church.

Trevor Richards

Financial Advisor

Trevor joins the Lord and Richards team as a Financial Advisor, bringing a strong foundation of discipline, service, and commitment to others. He works closely with the team to create comprehensive, goals-based financial plans tailored to each client’s needs and aspirations. Prior to his financial career, Trevor served several years in the U.S. Marine Corps, followed by work as a corrections chaplain and ongoing service as a pastor since 2019—experiences that shaped his accountability, planning skills, and empathetic approach to guiding individuals through life’s most important decisions. Outside of work, Trevor enjoys spending time with his wife of eight years, Sarah, staying active through trail running, working on cars, and serving their church community.

Luke
Gregory

Financial Advisor

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.

Jonathan
Glazier

Financial Advisor

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.

Callie
Graf

Client Experience Manager

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

Senior Marketing Coordinator

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.

Lydia Conant

Marketing Coordinator

Originally from North Carolina, Lydia earned her degree in Applied Business Management from Grand Canyon University in Arizona. She is joining Lord and Richards as the Marketing and Event Coordinator, bringing a background in event planning and brand marketing within the specialty coffee industry. Beginning her career with internationally recognized Black & White Coffee Roasters and later serving as the Event Coordinator and Brand Manager for Light Heart Coffee, she has developed a passion for creating memorable experiences, building meaningful connections, and executing creative marketing initiatives.

From 2022–2023, she spent nine months overseas serving in Cambodia, South Africa, and Guatemala through the World Race missions organization. This was an experience that greatly strengthened her adaptability and broadened her perspective. Outside of work, she enjoys baking all things sourdough, spending time with her husband, exploring Colorado on long walks, and taking vacations to the beach whenever she can.

Jenna
Cookson

Digital Content Marketer

Born and raised in Colorado, Jenna earned her Bachelor’s degree from Colorado State University before going on to achieve her Master’s degree in Business Administration. She brings a wealth of experience across customer service, administrative support, and marketing, allowing her to approach event planning from a comprehensive and client-focused perspective. Her fresh perspective, combined with her strong problem-solving skills and attention to detail, allows her to contribute to the seamless execution of events at Lord and Richards. In addition to supporting event planning, Jenna also serves as an administrative assistant, helping with day-to-day operations to ensure smooth coordination and communication for all of Lord and Richard’s clients and prospects.

When she’s not at the office, Jenna loves spending time outdoors. Whether hitting the slopes for a day of skiing or enjoying a quiet afternoon of fishing, she’s always up for an adventure. At home, she cherishes moments with her family and her playful golden retriever puppy, Charlie, who keeps her life full of fun and laughter.

Kimberly Harris

Solutions Developer

Kimberly earned her Bachelor of Science in Healthcare Management from Appalachian State University and her MBA from Clemson University. Her background is in medical administration, along with owning and operating a wedding planning company. She loves the challenge that comes with automation development and finding unique solutions to tech problems. 
 
Outside of work, she enjoys spending time at the beach, working on home renovation and interior design projects, and going for a run. She loves cooking and baking — especially experimenting with new dairy-free recipes — and is always up for testing a healthier twist on a favorite dish. She also volunteers in her church nursery, is training for her first marathon, and stays busy with her husband and their three dogs.

Holly
Leiker

Administrative Assistant

A 20-year corporate communications veteran, Holly is our newest administrative assistant at the Lord and Richards office in Highlands Ranch. With decades of experience as a writer and project manager in industries including healthcare and manufacturing, Holly uses her organizational and communications skills to support both clients and team members. Her proactive approach makes her a good fit with the rest of the team at the company. Holly holds a bachelor’s degree in Journalism and Mass Communications from the University of Northern Colorado.  

When not working, Holly enjoys reading, walking/hiking, cooking and spending time with friends and family. She and her husband, Kevin, have two grown children, as well as a Golden Retriever and a Welsh Corgi.

Baileigh Pepper

Senior Administrative Assistant

Born and raised in Kansas, Baileigh earned her bachelor’s degree from Kansas State University. After spending two years working in digital marketing, she has transitioned into the field of administration. With a keen eye for detail, excellent communication abilities, and a proactive mindset, Baileigh is ready to support Lord and Richards in staying efficient, organized, and on track.
 
In her free time, Baileigh loves pickleball, spending time outdoors, shopping, and reading. She also loves traveling with friends and family!

Benaiah Gorman,

CFP®, CPWA®

Financial Advisor

Benaiah has been in the Financial Planning industry since his first semester in college where he got his B.S. in Personal Financial Planning at Kansas State University. He previously worked for two other Registered Investment Advisors for six years before joining Lord and Richards.
 
Benaiah has his Series 65, CFP® certification and CPWA® through the University of Chicago. He loves digging into complex financial puzzles and finding creative solutions for specific client needs.
 
Beyond his professional achievements, Benaiah is a passionate sports enthusiast. Whether it’s playing basketball, following his favorite football team, or engaging in a spirited game of Pickleball! Benaiah is also a connoisseur of diverse culinary experiences. He has an adventurous palate and takes pleasure in exploring different cuisines from around the world. Benaiah devotes a significant portion of his time to serving in children’s ministries.

Johanna Warner

Marketing Coordinator

Johanna, a Southern California native, attended Baylor University in Waco, TX, where she developed a love for the state. After earning her Bachelor of Science in Health Sciences, she moved to Dallas to pursue a career in recruiting and staffing for travel nurses before transitioning into marketing. Johanna now brings her expertise in customer service and creativity to her role at Lord and Richards.
 
In her free time, Johanna enjoys trying new restaurants and recipes, organizing get-togethers with friends, and watching various sports. On Sundays, she serves on the host and prayer team at her church. While she enjoys visiting her family in California, she now proudly calls Texas home. 

Justin McDonald

Financial Advisor

Justin D. McDonald is a seasoned investment professional with 24 years of experience. He spent 11 years as the Chief Investment Officer at a boutique hedge fund and commodity trading firm, and 12 years as a Senior Portfolio Manager at Morgan Stanley. Justin has a deep passion for the investment world and brings extensive expertise in both retail and institutional asset management. He dedicates much of his time to researching and testing strategies to continually enhance the risk-return relationship.

Justin graduated with a BBA in Finance with a specialization in advanced investments from North Texas University in 2001. In his free time, he loves spending time with best friend, aka (wife) and 5 children. His hobbies include managing the family cattle ranch and playing guitar.

Hannah Lowe

Marketing Coordinator

Born and raised in the suburbs of Chicago, Hannah Lowe attended Michigan State University before moving to Texas in 2020. After spending 4 years as a dedicated elementary school educator, Hannah transitioned into the field of marketing, bringing strong skills in communication, creativity, and project management to their new role.

In her free time, Hannah enjoys hiking in national parks with her husband, Hunter, traveling to visit her 5 siblings and 6 (almost 7!) nieces and nephews, and reading as much as possible. 

Kaitlin Newman

Administrative Assistant

Originally from Southern California, Kaitlin brings a wealth of experience, and a diverse skill set to our team. She holds a bachelor’s degree in Recreation Management with an emphasis in Resort & Lodging Management from California State University, Chico. Most recently, Kaitlin worked as an Administrative Assistant for MGM Resorts International. Before transitions into administrative roles, Kaitlin enjoyed a successful career as a flight attendant and event coordinator at a boutique hotel. With her background in event planning and hospitality, she excels in managing complex tasks with attention to detail and a focus on client needs.

Outside of work, Kaitlin is happily married with two daughters and a dog named Beau. She loves the outdoors, spending quality time with her family, cooking, and traveling whenever possible.

Sean Collicott

Financial Advisor

Sean, a Major in the US Marine Corps Reserves and an active-duty Marine from 2006-2018, brings precision and dedication as an Investment Adviser Representative.  With experience ranging from flight mission planning to financial planning, he helps our clients plan for increased financial security.  Holding certifications including SIE, 6, and 65, Sean’s commitment to excellence is evident.  From military success to pivoting to financial markets, he’s a proven leader.  An Indiana State University graduate in Aerospace Administration, Sean’s dynamic skills enrich our team.

Jason
Vander Pol

Chief Compliance Officer, Financial Advisor 

Jason Vander Pol has over 30 years of successful business and financial management experience. He graduated from Iowa State University with a Logistics degree and went on to a successful career in supply chain management with world class corporations like Kraft Foods, Jacobson Companies, and the historic Buffalo Trace Distillery. After discovering his passion for helping people work towards a secure retirement by educating them about their finances, Jason decided to pursue a career in the securities industry. Prior to joining Lord and Richards, he served clients as a financial advisor through LPL Financial and Capital Wealth Management, as a supervision principal with US Bancorp Investments and then as Chief Operating and Compliance Officer for Strategic Wealth Designers.

In his free time Jason enjoys spending time with his wife Aimee and their two daughters Maura and Ellie, as well as golf, travel, and volunteering in the community. Over the years he has served on numerous charitable boards and civic organizations. Finally, Jason and his family are animal lovers and they have rescued 3 dogs so far. Currently they have a Beagle mix named Baxter and a Jack Russell mix named Petey, who might just be the most spoiled dogs in the world.

Tim
Nelson

Chief Operating Officer

Tim Nelson brings a broad and diverse background to Lord and Richards.  He has practiced as both a CPA and attorney, has worked in both small startup companies and a muli-national Fortune 500 company, and has worked in consulting and operational roles to help firms deliver consistent growth.  His work in the finance and insurance industry includes identifying and managing the investments in independent marketing organizations and a broker dealer, delivering operational expertise to mid-sized insurance firms, and managing the regulatory response to the DOL for portfolio companies.  He has also managed teams of people located in 7 geographically dispersed offices, covering multiple market segments and partnering with a large field sales and account management organization.  Tim lives with his wife Monica in Castle Rock and enjoys spending time in the Colorado mountains in his free time.

Laura
Kennard

Work Administrator

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.

Tim
Trier

Financial Advisor

Tim has extensive experience serving clients in or nearing retirement, and enjoys seeing his clients fulfill their goals, dreams and values. Tim 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 29 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 Rocky Mountain Police and Fire Chaplains & Toys for Tots.