Richard has 40 years of financial advising experience. His career began with an internship in the Finance Department of his alma mater, Stephen F. Austin State University. It was only supposed to last six months, but Richard fell in love with the work and stayed on with the department for two years.

Since then, he has worked as a financial advisor to individuals and institutions and worked at several firms, including A.G. Edwards, Bank of America, and Wells Fargo Advisors.

Richard has a passion for investment planning and loves getting to know his clients. He enjoys putting together a plan that helps them work towards their goals. Richard’s mission is to give each client a high level of personal service and comprehensive financial advice to pursue new heights in the financial journey. He manages assets for individuals, trusts, non-profit organizations, and businesses.

Richard is a devoted husband and father of three children and he has three grandchildren. He enjoys reading, hunting, fishing, and golf.

Jessica Boehm has spent her entire career in the financial services industry. She started out working as a receptionist in her father’s investment planning firm. She soon became fascinated with investing and finding ways to aim to grow clients’ wealth. Jessica knew she found her calling and joined as a financial advisor while pursuing a degree in Economics at the University of Houston.

Six months into her advising career, the recession of 2008 began. Jessica credits this time as being the moment that taught her the importance of hands-on and dynamic financial advising. She loves helping clients pursue their goals and prides herself on being accessible, engaged, and committed to clients so they always feel confident.

Outside of the office, Jessica enjoys spending time with her family, including her son and two dogs. She loves to cook, practice yoga, watch football, and read. She’s also served as a foster home for rescued dogs at the Safe House Rescue and volunteered at the Texas Children's Hospital. Jessica currently holds the Series 7, 63, and 65 through LPL Financial.

Cindy is a people person – there is nothing she loves more than to walk into a crowd of people and introduce herself and learn about others. She feels that we are here to help and support each other, and is excited to be in this position with Highland Wealth Partners which provides her that opportunity.

Cindy completed coursework towards Associate of Arts in Law, and has over 18 years of experience, in a support role, in the Oil and Gas industry. She was provided the opportunity to work in different divisions where she was able to learn and develop a variety of skills, and become certified in many courses offered there. Cindy’s experience has stretched her to not only better herself, but to stop and listen to others, to anticipate what they may need, and offer thoughts and strategies. She prides herself on being a team player and loves being a part of something new and exciting.   

Cindy will tell you that she is blessed to be married to the love of her life for 37 years, with two wonderful adult children. She enjoys spending time with her family, which includes two dogs and one cat. Cindy loves to read, and recently became an avid listener of audiobooks and podcasts. She enjoys being outside and gardening, and especially looks forward to the holidays each year. 

After receiving a Bachelor's Degree in Business Administration from Anderson University, Kim worked as a Service Specialist in the financial services industry for ten years. In 2021, she began to support financial advisors as an LPL consultant and has proven to be an invaluable resource.

Kim is a native of South Carolina and grew up an hour away from Charleston. She has one daughter, Jordyn, who is currently a freshman at Winston-Salem State University. Kim's hobbies include cooking for family and friends, reading, and being a foodie who always enjoys trying new restaurants.

Feel free to reach out to Kim to schedule appointments or assist you with any meeting preparation.