Randy was instrumental in developing marketing and management programs for other financial advisors and companies. He has personally mentored hundreds of financial consultants over the last 27 years. Randy's marketing programs, financial planning systems and wealth building techniques continue to be used by several national financial service companies, advisors and consultants to this day.

Randy uses his skills as an independent financial advisor and certified estate planner (CEP) to assist his clients in building and retaining wealth. We believe he has maintained a higher level of service with his through his consistent approach to client contact, paired with carefully selected suitable investment strategies. Randy has completed all of the requirements to hold Series 7, 24, 51, 63 and 66 registrations. In addition, he is Real Estate and Life Insurance licensed. Randy and his associates provide a vast array of investment and financial management opportunities, real estate mortgage and life insurance solutions to individuals, school district's and other non-profit employees, retired individuals, veterans, senior citizens and small business owners.

Randy also provides his clients assistance in low cost Living Trust document preparation. He prides himself as accessible, dedicated, hardworking, transparent and strives to be trustworthy. Over more than 2 ½ decades Randy has been a bottom's up business builder. His philosophy is that life is a process of transition and that the relationships that he builds with his clients are for life.


While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.