Senior Wealth Advisor
With over 25 years of experience, Randy has developed a knack for simplifying the process of wealth creation and risk management.
Randy has once again earned his position as a member of the Assante Chairman's Council, a distinction he has held since 2012.
This recognition reaffirms his success as a practice. His team and the team of experts he works with are committed to providing you with the services you need to manage your wealth.
Planning your finances and making wise choices can be a challenge in this complex world.
Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of life for his clients. Among the greatest strengths he brings to his client relationships are knowledge, integrity, commitment to exceptional service and the ability to speak in a language his clients can understand.
A balance of community, family and spiritual life contribute to the wisdom Randy brings to the table. His commitment and follow through come from listening to his clients, and helping them stay on track to get the most out of their plan.
Randy is active in continuing his education through professional associations and participating in projects in the community.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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