Wealth Protector

Richard “Rich” Wiltbank grew up in Colorado and Texas and brings more than 30 years of business experience in international sales, marketing, and sales operations for multiple high-tech companies. He earned a bachelor’s degree from BYU, an International MBA from the University of South Carolina, and is also a Certified Estate Planner (CEP).

Rich and his wife, Jana, are proud parents of nine children and are happy to call Utah home. As a Senior Retirement Advisor, Rich works primarily with individuals approaching and living in retirement, helping them create strategies focused on long-term protection and financial confidence.

His specialty is asset protection, with a strong focus on safeguarding what matters most — from health to wealth. Through his experience and depth of knowledge, Rich helps clients navigate Medicare, long-term care, life insurance, retirement income protection, and estate planning solutions designed to preserve assets and create lasting peace of mind.

~ Richard Wiltbank

Meet Your Expert

Richard Wiltbank

Asset Protector

Insurance Agent

Associate Estate Planner

Rich believes that preparing for retirement is about more than finances — it’s about protecting the people, assets, and lifestyle that families have worked hard to build. With decades of leadership experience and a strong background in business strategy, he brings a thoughtful and educational approach to helping clients make informed decisions for the future.

Known for his professionalism, depth of knowledge, and commitment to service, Rich works closely with individuals and families to create personalized strategies designed to preserve wealth, protect retirement income, and provide long-term financial security. His focus on asset protection and retirement planning allows clients to move forward with greater confidence and peace of mind.

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