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.
Our 2024 Wish List
Jan 23, 2024
Is the great inflation battle really over? Investors' wishes for a prosperous year might just come true. Explore the trends shaping your investments in 2024....Read more
What to expect in 2024
Jan 18, 2024
As 2023 draws to a close, let’s reflect on the changes and challenges of the past year and explore enticing trends and investment opportunities for the year to come....Read more
Making the most of a First Home Savings Account
Jan 04, 2024
Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....Read more
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