Lord and Richards, Inc.
Tim Trier MDiv is a seasoned financial advisor currently working at Lord and Richards, Inc. and Thrivent, where expertise spans financial services, insurance, and wealth management with qualifications including Series 7 and 66 licenses. Tim's extensive background includes leadership roles such as Regional Development Leader at Thrivent and Lead Pastor at Lakewood Light + Life Community Church, emphasizing leadership development and pastoral care. Tim has also held positions focused on outreach and community engagement, including serving as a National Media Consultant at Outreach, Inc. and contributing to various missions and leadership development initiatives in Ethiopia. Tim holds a Master of Divinity from Wesley Biblical Seminary and a Bachelor of Science in Business Marketing from the University of Phoenix.
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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