Lord and Richards

Timothy Trier is a financial advisor at Lord and Richards with nine years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management, Living Tower FMC, and Thrivent. Lord and Richards Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, investment policy statements, and regular portfolio monitoring. The firm employs a variety of analytical methods and manages portfolios primarily composed of equities, fixed income, and ETFs under discretionary authority tailored to clients’ risk tolerance and time horizon.

Jonathan Glazier is a Series 65 licensed advisor with Lord and Richards Wealth Management, where he has worked for two years. He has prior experience at AE Wealth Management and has held educational roles at Beth Eden Baptist School and Colorado Christian University. Glazier is also a licensed insurance agent. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and customized investment policy statements. The firm uses diverse analytical methods and manages portfolios that typically include equities, fixed income, and ETFs, operating under a seven-advisor team with approximately $104 million in discretionary assets.

Colin Richards is a financial advisor at Lord and Richards Wealth Management with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including AE Wealth Management and Brookstone Capital Management. Richards is also the president of two non-profit organizations, Foundation for Global Education and Financial Independence University, and serves as a pastor and elder at Inspire Church of Denver. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, employing a variety of analytical methods and managing portfolios of equities, fixed income, and ETFs in accordance with each client’s risk tolerance and time horizon.

Luke Gregory is a financial advisor at Lord and Richards Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked at Lord and Richards and AE Wealth Management since 2020 and 2022, respectively. Outside of advising, he is a licensed insurance agent. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, employing a variety of analytical methods and both long- and short-term trading strategies. The firm manages approximately $104 million in discretionary assets across a seven-advisor team.

Andrew Stenzel is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Lord and Richards, where he has been since 2024, following prior roles at LPL Financial, Waddell & Reed, and Edward Jones. Lord and Richards Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and tailored investment policy statements. The firm employs a variety of analytical methods and manages portfolios consisting of equities, fixed income, and ETFs under discretionary authority aligned with clients’ risk tolerance and time horizon.

Trevor Richards is a financial advisor at Lord and Richards with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked in law enforcement and nonprofit sectors, including positions with the Pasco County and Pinellas County Sheriffs and Feeding Tampa Bay. Richards is also a licensed insurance agent. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, employing a variety of analytical methods and both long- and short-term trading strategies. The firm manages approximately $104 million in assets across about 1,230 client relationships with a seven-advisor team.

Edmund Robinson is a financial advisor at Lord and Richards Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Strategic Wealth Designers, LPL Financial, and Santander Securities. Robinson is based in Highlands Ranch, Colorado. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, investment policy statements, and ongoing portfolio monitoring. The firm employs diverse analytical methods and manages portfolios consisting of equities, fixed income, and ETFs under discretionary authority tailored to clients’ risk tolerance and time horizon.

William Meyers Jr. is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Lord and Richards Wealth Management, where he has worked since 2024. His prior experience includes roles at Commonwealth Financial Network and Towers Wealth Management Inc. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, using a range of analytical methods and managing portfolios primarily composed of equities, fixed income, and ETFs. The firm emphasizes written investment policy statements and monthly reporting, managing approximately $104 million in discretionary assets across a seven-advisor team.

Justin Mcdonald is a Series 66 licensed financial advisor with 22 years of industry experience. He is currently with Lord and Richards Wealth Management, where he has worked since 2025. Prior to this, he spent over a decade at Kopis Capital Management. Outside of finance, Justin owns and manages a cattle company and a roofing company. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, employing a variety of analytical methods and managing portfolios that typically include equities, fixed income, and ETFs. The firm operates as a seven-advisor team and emphasizes customized investment policy statements and regular portfolio monitoring.