Richard is a Partnerships Manager, helping to architect, negotiate, and lead strategic partnerships that create exponential growth for both Guideline as an organization, but for our partners and our shared clients as well. Richard has been with Guideline for 5 years and is located in Austin, Texas.

About Us:

At Guideline, we’re building a platform that takes complexity and doubt out of retirement planning and replaces it with knowledge and clarity — so people can invest in their financial future with confidence. With Guidelines for Accountants, we aim to empower you with excellent tools and capabilities so you can manage your clients’ plans and tailor each plan to fit each client. Together we can achieve our collective mission: helping small business owners succeed today and in the future.