Our Team
RICHARD L. BEBO, ChFC, CLU President and founder of RL Bebo Financial Services. He is a trusted and experienced Investment Advisor Representative (IAR) and financial planner. For over 30 years, he has been committed to his professional career providing sound financial advice to small businesses and individuals in helping them to achieve their goals. Richard is devoted to offering the best financial services and solutions available to his clients. RL Bebo Financial Services utilizes advanced portfolio theory for asset class investing along with a comprehensive six step approach for holistic financial planning. He is dedicated to building strong relationships, knowing and understanding the needs of the individual and encouraging faithful stewardship. Prior to financial planning, “Rick” was a professional pilot and Air Traffic Controller. He taught flying, flew charter flights for many years and obtained the Airline Transport Pilot license (ATP), the pinnacle in aviation. With an early background of teaching, strategic thinking, and known for being a people person, he decided to make a career change to pursue his passion for finances and investing. Rick has used his experience to work with numerous Christian churches and organizations where he teaches a biblical approach on personal finance which is currently used by hundreds of Christian students nationwide. Since 1989, Rick has been a National Referral Counselor for Crown Financial Ministries founded by Larry Burkett and is a member of Fellowship of Companies for Christ International. Rick and his high school sweetheart, Kara, have been married for 35 years. They are proud parents of two married daughters. Rick holds a Series 7, Series 63 and series 65 securities registration KARA BEBO - Administrative Support
Kara has worked at RL Bebo Financial Services since 1992 and is key to the sucess of the business. Her creativity and background in business and the arts contributes a caring and innovative approach to our client relationships, networking and events. She works closely with the Advisor and Office Administrator and is responsible for creating and implementing seminars and workshops tailored to our client's needs. Kara also ensures that up-to-date procedures and compliances for corporate marketing, continuing education and licensing are met. This gives our clients the confidence that they are working with a professional and qualified team. Kara is a talented artist and enjoys sumi-e painting, drawing in pen and ink and cooking. She is an avid world traveler and finds entertainment in reading and watching classic films. LORI BEST – Office Manager Lori has extensive administration and marketing experience and has been with RL Bebo Financial Services since 2005. Lori provides internal administrative, IT technical support, database and records management. Lori oversees all new and existing business and attends to the company's day-to-day office needs while working closely with the advisor. Caring and precise with people, her high standard of performance and attention to detail, guarantees that every client is in the “BEST” hands. Lori and her husband John have been married for 25 years. They have three children and eight grandchildren. Her family is her delight. She is a residing native of the Salt Lake Valley. Lori is practical, dependable and loyal. Her laughter and quick wit brings enjoyment to the office and clients alike.
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