Richard K. Locke is the Founder and Principal of Intrepid Financial. He serves as the Lead Portfolio Manager for the firm, and leads Intrepid's investment council. Rich is a former practicing Certified Public Accountant (CPA) who started providing advisory and planning services to clients in 1988. He formed Intrepid Financial in 1998 to focus exclusively on fee-based investment management.
Intrepid Financial was named after the USS Intrepid where Rich served during his service with the United States Navy from 1964-68. Upon his completion of service to our country, Rich graduated from Indiana University Northwest with a degree in accounting. While at IU, Rich served as president of the Delta Sigma Pi business fraternity.
Rich is a strong supporter of community outreach programs and charitable organizations. In addition, he is a member of the National Federation of Independent Business (NFIB) Indiana chapter.
Rich lives in Carmel with his wife of 47 years, Joan. They have three grown children - Jenifer Mitchell, Kristin Bailey, and Justin Locke, as well as 7 grandchildren - Chase Mitchell, Emma Mitchell, Ryan Mitchell, Camden Bailey, Bennett Bailey, Sara Locke, and Kate Locke.