He has many long-time clients who have been with him through their early years and into their retirement-planning years.
Growing up in a family of school teachers in the Midwest instilled in Kirt a lifetime love of learning. He has undergraduate and graduate degrees from Colorado State University, Michigan State University, and the University of Oregon. Kirt has earned the designations of Chartered Financial Consultant and Chartered Life Underwriter.
He has been an active member in the National Association of Insurance and Financial Advisors, the International Association of Financial Planning, and the Estate Planning Council of Seattle.
Kirt enjoys traveling, both to the Washington coast in his Airstream and throughout the European countryside. Enjoying all things Italian, Kirt even commutes some days on his Vespa. He and his wife, Shelley, enjoy gardening at their Bellevue home and “raising” their four-year-old retriever.
He is the author of Better is Better (Classic Day Publishing, 2011), which explores an approach to financial decision making based on what is most important to each person rather than simply defaulting to “more is better.”
Jim graduated with a BS degree in Computer Science from Whitworth University and an MS degree in Financial Services from the American College. He has achieved the designations of Chartered Financial Consultant and Chartered Life Underwriter and is a member of the Estate Planning Council of Seattle.
An avid pilot, Jim flies as a volunteer for Angel Flight West delivering patients and medical supplies to and from remote areas and for LightHawk in support of various environmental projects. He also enjoys wind surfing, back-country skiing, fly fishing, and any gathering involving food and wine. He lives with his wife, Carla, and 9-pound dog, Sumatra, on Mercer Island.
joined the Smith/Richards Group in 2005. He has been instrumental in helping the Group meet the needs of a growing client base. In addition to caring for his own client base Travis enjoys mentoring new advisors as well.
Originally from Minnesota, Travis came out west to attend Seattle Pacific University. He graduated with a degree in Business Finance and decided to make Seattle his home. Travis has already achieved the designations of Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Special Needs Counselor and is consistently hungry for more education.
Travis has adopted a true Pacific Northwest lifestyle. In his spare time he is likely to be found sailing, skiing, or cycling. He is an avid traveler and has visited over thirty countries on five continents.
Travis and his wife, Chelsea, live in Kirkland and recently welcomed their third child, Vivian, into the world. They are enjoying the thrill and challenge of being new parents.
is a partner at the Smith/Richards Group and has been with the firm since 2009. With over 25 years of experience in banking, sales, advising, and operations, Lori’s unique perspective greatly benefits both advisors and clients.
She shapes the quality of service that the firm provides to ensure that clients feel simply ecstatic that they have chosen to work with the Smith/Richards Group.
After years cheering on their daughter, Maura, through club and collegiate athletics, Lori and her husband, Michael, are emerging empty-nesters. Instead of the softball field, they now spend their time hiking, cycling, and photographing the beautiful Pacific Northwest. Some of Michael’s stunning photographs adorn the walls of the Smith/Richards Group offices.
Originally from the Southwest, Lori graduated from the University of New Mexico with a BA in Economics and is licensed in both securities and insurance.
Hayley grew up “talking business” with her father, a CFP in Spokane, WA. She moved west to attend Seattle Pacific University and graduated as a University Scholar with a degree in Finance and International Business and decided to make Seattle home. A firm believer in working to constantly be growing, Hayley is always hungry for more education and is working on several designations. Hayley has also applied her industry knowledge, creativity and passion for helping people by developing a money management skills curriculum for an orphanage in Uganda.
When not at the office, Hayley enjoys a full life of adventure with her husband Brian. They love to spend their weekends doing the things they love—snow-skiing, waterskiing, backpacking or exploring a new city.
joined the Smith/Richards Group in 2016. With an economics degree from Cornell University and a law degree from Seattle University, Ryan serves his clients with a well-rounded perspective that draws from his expertise in estate planning, taxation, and business law.
Ryan works to develop long-term relationships with his clients to understand their entire situation, so together they can make positive financial decisions for current and future generations.
Ryan enjoys adventuring with his wife, Madeline, and their children, Virginia, Baker, and Lauchlan. They especially love backcountry skiing and distance cycling. Ryan also plays in numerous basketball leagues to relive his glory days as a college and professional athlete. Ryan is currently working to transform his old Suburban into the ultimate family-adventure machine.
has been with the Smith/Richards Group since 2016. With a passion for finance and a master’s degree in Adult Education, Leann is skilled at presenting information in a clear and concise manner to help clients better understand their financial position and planning.
Prior to SRG, Leann worked in the non-profit sector with local businesses to address employment related issues. Joining SRG was a natural fit as it combined her interest in economic affairs with her desire to help others. Leann values the relational aspect of her work. She understands the importance of getting to know clients and their families in order to develop custom plans that achieve a variety of financial goals.
Leann lives in Bellevue with her husband, Roland, and their two young children. Leann loves cooking and delights in baking with her daughter. As a family, they enjoy traveling, spending time outdoors, reading, and constructing LEGOs.
brings 38 years of industry experience to the Smith/Richards Group. Originally starting at agency level, Chris was hired by the firm in 1998 and currently specializes in new business and policyholder service on life, disability income, and long term care insurance.
Chris’s people skills, empathy and communication shine through her daily interactions with clients and co-workers, and she enjoys being a part of such a supportive and genuine team.
A “people person” through and through, Chris is passionate about spreading positivity and sharing her Christian beliefs.
has been with the Smith/Richards Group since early 2019 after working for 15 years as a Physical Therapist. She is currently working as an assistant to Hayley Hill, and enjoys the challenge of working in a new field.
Sue’s big shift in career started after she chose to stay home after the birth of her second child. During that time, she learned bookkeeping, working part time in collaboration with a friend, and involved herself deeply at her children’s school. She has held board positions during her son’s preschool years as well as at their current elementary school’s PTA.
Sue grew up in Houston, Texas and earned her masters of Physical Therapy from Texas Woman’s University. She moved to Brooklyn, NY after her schooling to practice physical therapy and fell in love with the city. She stayed for 14 years and worked in a variety of settings, including Harlem Hospital. She later took on an administrative role with the Visiting Nurse Service, where she learned to balance the needs of a large, evolving client base.
She loves exploring the beauty of the Pacific Northwest, reading, discovering new restaurants and local wineries, and spending time with her husband and two active boys.
joined the Smith/Richards Group in 2019 as part of the operations team. She helps ensure that clients have the smoothest experience possible while setting up and maintaining investment accounts. Leah graduated from Seattle University with a B.A. in Psychology.
Prior to joining SRG she worked in the behavioral health industry where she assisted psychiatrists and psychologists to improve the quality of their patients’ lives. Leah strives to incorporate this care into her work at SRG, where she enjoys working closely with clients helping them to implement changes to their financial picture that will help them to achieve their long-term goals. Leah lives on Mercer Island with her cat Louie and is an avid animal lover. She enjoys game nights with her family and adventuring to new restaurants with friends.
has been interning with the Smith/Richards Group since May 2019. Tess enjoys working closely with the advising team and learning about the industry by observing each advisor’s unique skillset.
From helping advisors prepare for meetings to tackling research projects, Tess enjoys being a part of the team and learning more about SRG’s holistic approach to financial planning.
She loves working for a firm whose purpose is to support each and every client as they strive to reach their financial goals.
Tess grew up in the small farming town in central Washington. Her interest in finance began while watching her dad run a growing farm equipment dealership. Tess is currently in her senior year majoring in both Business Analytics and Business Finance at Seattle University.
In her free time Tess enjoys spending quality time with friends and family, cooking, and exploring Seattle.
joined the Smith/Richards Group in 2019 and has recently relocated from Phoenix, Arizona. He has significant financial services operational experience after working for 7 years as a Relationship Manager – supporting a small group of the industry’s top performing advisors.
Josiah is looking to use both his operations knowledge and his interest in financial planning to work in an “apprentice” arrangement with the firm. He is currently assisting Jim Richards and his book of clients. Josiah enjoys getting to know clients personally and helping them reach their financial goals.
Josiah was born in Aurora, Illinois and grew up in the St. Louis metro area. Josiah graduated from Hickey College with a B.A. in Applied Management with and emphasis in Accounting.
Josiah now lives in Suquamish with his wife Jennifer and their children Jaxson and Zoey. Josiah and his family are enjoying the Pacific Northwest and exploring everything it has to offer.