Richard Holt is President, Wealth Advisor in our Wichita office.  He also serves as the Chief Investment Officer, guiding the strategic investment decisions across client portfolios. Richard’s experience in the financial services industry includes financial analysis, new business development, staff supervision, and team leadership. Most recently he served as Vice President of Advisory Services for VSR Financial Services, Inc.

Richard received both a Master of Business Administration in Finance and International Business and a Bachelor of Science in Psychology and Economics from the University of Kansas. He also earned the Chartered Financial Analyst (CFA®) designation in 2017. Richard holds the State registration Series 65 and the following lines of authority in the state of Kansas: Health, Life and Variable Contracts.