Richard K. Locke

Richard K. Locke

Principal/Lead Portfolio Manager

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.