Rick Kolla
Wealth Advisor; CFP, R.F.P
Richard started in the financial industry with his own practice in 1988, then joined Mallard Wealth Advisors in 2014. One of his career highlights include designing a holistic financial practice with the help of Dan Sullivan coaching. Richard’s clients know that if they have a question on any matter, even if it’s not related to their investments, that he’s more than happy to help. He always invested the time to get to know his clients and values building long term relationships. Precision planning has always been key to his clients’ success in achieving their family goals.
Richard has been married to his wife Donna for 42 years, who has been involved in their practice since the beginning. Together they share three children and nine grandchildren. Richard now enjoys spending his free time at the lake and traveling. He’s currently a council member of St. Ann’s Senior Citizens Village Corporation.
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Sarah Kolla-Empey
WEALTH ADVISOR
CPA, CA, TEP, CFPSarah is certified financial planner with an accounting background. She takes a holistic approach to solving her clients’ financial puzzles. After a decade of experience working in public accounting, Sarah joined the wealth management industry in 2018.
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Almira Erenea
CLIENT SERVICE ASSOCIATE
Almira joined the Mallard Wealth Advisors team in 2018. She assists Rick and Sarah Kolla with client support and administration, which includes preparing documentations for client meetings, scheduling appointments, and organizing marketing activities.
