The Team

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Richard Dvorak, CFP®, CLU®, Partner

Richard Dvorak, CFP®, CLU® is the Founder and a Partner at Illuminate Business Advisors, LLC. As a professional business coach, specializing in financial planning, wealth management, team building, and employee retention, he brings a high level of expertise and experience to the Illuminate team.

Richard has received national recognition for building one of the fastest growing wealth management practices in the nation. He has coached many other practices on how to grow well, improve compliance, create and implement systems and processes, as well as, increase team engagement, and accurately gauge their clients’ satisfaction.

As a professional coach, Richard believes that ongoing education and personal development are key to providing clients with the most up-to-date strategies to help move their businesses forward. To this end, he is an active member of Strategic Coach, a high-end, intensive coaching service for entrepreneurs. He is also a Certified Kolbe™ Consultant and regularly participates in ongoing mentorship programs.

Richard is passionate about helping business owners succeed and has a unique ability to see a bigger future, prioritize actions, and simplify solutions in order to inspire confidence and action. He understands that when owners hire wisely, train their teams effectively, and improve employee engagement, everyone can work in alignment with their unique abilities and conative strengths.

Richard has been married to Traci since 2005, and they have four children. They live in Houston, Texas where he enjoys spending time with his family, golfing, reading, and volunteering with their church and the Rotary Club of Space Center.