Team profile


Our Story

At Stoutheart Wealth, we are dedicated to building long-term relationships grounded in integrity, trust, and respect. Our commitment is to actively listen, understand our clients’ goals, and provide personalized financial advice that meets their needs, both immediate and long-term.

We believe in being contemplative, mindful, and responsive, ensuring every client feels valued and cared for. Our approach to wealth management is purpose-driven, focusing on guiding clients from financial purpose to wellbeing through disciplined, ongoing planning.

Our new logo—a lighted torch—symbolizes our dedication to illuminating the path toward financial prosperity. The flame represents our passion, leadership, and commitment to providing clear direction and care for our clients. The torch embodies the legacy of our founder and our 40-year history of guiding clients with resilience and innovation, ensuring their financial peace of mind for generations to come.

STOUTHEART WEALTH ~ Where your financial wellbeing is always our priority.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Employee Stock Options
  • Small Business
  • Tax Planning Strategies
  • Saving for Education

Awards & recognition

  • Stoutheart Wealth, Ameriprise Client Experience Award, 2021 - 2023
  • Lori Richardson, Ameriprise Circle of Success, 2017 - 2023

Community participation

Stoutheart Wealth - Community participation photo

Our Qualifications

Below is a list of the various designations held by our advisors and team. For more information about individual credentials, visit the "our financial advice team" tab.

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • AAMS™ Accredited Asset Management Specialist℠
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long-Term Care