Lord and Richards, Inc.
Jonathan Glazier is a Financial Advisor at Lord and Richards, Inc. since June 2023. Prior to this role, Jonathan served as a Science Teacher at Beth Eden Baptist School from July 2022 to June 2023. Jonathan also has experience as a Shift Manager and Dog Handler at The Barking Lot, LLC, where employment spanned from June 2020 to September 2022 and June 2019 to September 2022, respectively. Jonathan holds a degree in Health Science with a focus on Business Administration and Management from Colorado Christian University, completed between 2019 and 2022.
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Lord and Richards, Inc.
Lord and Richards is an independent firm and fiduciary, dedicated to providing comprehensive financial services to individuals in or near retirement in the greater Denver, CO and Dallas, TX areas. Through our personalized Financial Independence Roadmap™, we provide strategies tailored to your unique needs, whether it's income planning, wealth management, or asset protection. We are passionate about guiding individuals and families through the complexities of retirement. Our team approach to service ensures we can assist you with every aspect of your retirement. With an Enrolled Agent (EA) and an attorney available for our clients, we provide comprehensive support that goes beyond financial planning to address tax and estate planning considerations. By building close, trusted relationships, we aim to address your financial concerns and help you navigate life's transitions with clarity and confidence. Discover how Lord and Richards can help you prepare for a fulfilling and secure retirement. Visit our website to learn more. - Investment Advisory services offered through Lord and Richards Wealth Management, LLC a Registered Investment Adviser