Randy is a Financial Advisor with more than 34 years of experience in financial planning and investment management. His wealth of experience gives him a vast base of knowledge and perspective to help you with your financial goals. He understands the dynamics of wealth, how to balance the complex forces at work, and how to adapt intelligently as conditions change. Randy’s goal is to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources.
In 2023, Randy and Legacy Private Wealth Partners expanded their affiliation with Concurrent Investment Advisors after the firm broke away from Raymond James and became an independent Registered Investment Advisor.
Previously, Randy worked at Raymond James and Wells Fargo Advisors. He holds a bachelor’s degree in business and finance from Pittsburg State University. He earned the professional designation of Chartered Retirement Planning Counselor℠ (CRPC®) from the College for Financial Planning.
Randy is a member of Kiwanis and is active in his church. Away from the office, he enjoys outdoor adventures and spending time with his family. He and his wife, Pam, have been married for 37 years and have four children and two grandchildren.