For over 30 years, Randy has been helping his clients find financial success on their life journeys. While he was young, saving money on his own, he needed help making the best financial decisions, which is why he decided to pursue a career in the financial industry—to help him and people like him make smart choices with their money.
Randy enjoys the personal interactions he has with his clients and getting to know what is meaningful to them. He’s been able to uphold long-term relationships with some of his clients, and loves being able to watch their families grow and to have them build multi-generational wealth with his support.
In his every day, Randy spends time with his client’s portfolios, making investment recommendations to ensure they’re on the right path to achieving their long-term goals. He’s committed to the personal approach of face-to-face meetings, whether in office or at home, and personalized service based on his client’s individual needs.