Contact Us 855-RIA-PLAN (855-742-7526)

Richard Rosso

Director of Financial Planning, CFP^®

Office: (281) 542-3585 | Cell: (936) 827-2858
Email | LinkedIn

Richard Rosso has been in the financial services industry for 26 years. He is a Certified Financial Planner and Chartered Investment Management Analyst. Richard has helped individuals and families make holistic financial decisions working for companies like Dreyfus and Charles Schwab. He has been part of the RIA Advisors family since November 2012.

Richard Rosso is a featured writer for MarketWatch and a contributor to Money Magazine, NASDAQ.com, Nerdwallet, Christian Science Monitor and USA Today. He is featured regularly on Houston television and radio, including Fox, KPRC, KHOU and 740AM KTRH. He has been quoted in and interviewed for The New York Times, The Wall Street Journal, USA Today and New Yorker Magazine. Richard Rosso is a personal finance manager and senior investment advisor for RIA Advisors. Richard M. Rosso, MS, CFP, CIMA Senior Financial Advisor RIA Advisors

Chris Behan

Business Development Officer

Erica Theriot

Director of Marketing

Daniel Whitty

Client Services Administrator

Chris Liebum

Senior Risk Management Consultant, LUTCF

Pashaa Simmons-Green

Pashaa Simmons-Green

Client Services Administrator

Jonathan Penn

Senior Financial Advisor, CFP^®

Nick Lane

Financial Analyst, MS

Tom Allen

Retirement Plan Consultant

Connie Mack

President/Founder, AIF^®, AAMS^®, CRPS^®

Lance Roberts

Chief Investment Strategist

Michole Fields

Compliance Manager & Controller

Brent Clanton

Executive Producer – Lance Roberts Show

Karen Roan

Director of Investment Relations

Samantha Samolu

Samantha Samolu

Client Services Manager, MBA^®

Danny Ratliff

Sr. Financial Advisor, CFP^®, ChFC^®

Michael Lebowitz

Michael Lebowitz

Portfolio Manager, CFA^®

Frank Marrone

Sr. Financial Advisor, CFP^®, CRPC^®

Craig Severin

Sr. Financial Planner, CFP^®, NSSA^®

Stephanie Lawrence

Stephanie Lawrence

Director of Operations

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