Richard’s experience in the financial services industry exceeds three decades. From 1979 to 1986, he helped build Businessmen’s Assurance Company of America as a Sales Manager and Agent, and eventually as the General Manager. As the youngest GM ever hired by the company at the time, Richard helped grow the practice by increasing firm efforts in recruiting, training, and improvements to productivity. Between 1987 and 1994, Richard worked for Connecticut Mutual in San Antonio, eventually as a Vice President of Agencies at their corporate headquarters in Hartford. In 1994, Richard returned to San Antonio and, with Gene Roe, started Planto Roe Financial Services, Inc.; a comprehensive financial services firm committed to helping clients attain long-term financial success. Today, with his new partner Dave Bavero, the name of the firm has changed to Symmetry Financial Solutions. Symmetry is one of the largest privately owned firms that offers financial planning, advisory services, 401k services, and other financial products in San Antonio and the surrounding area.
Born and raised in San Antonio, Richard is an alumnus of Trinity University, where he met Sara, his wife of over 40 years. Richard and Sara have two children – Rebekah and Samuel.