Background and Experience

Randy has spent most of his career in corporate finance. He has served as Chief Financial Officer to public and private companies as well as a non-profit. He has also provided consulting services to many businesses. As a Financial Advisor he has shifted his focus to helping people instead of companies. In an earlier life, he ran the instructor training program for the National Outdoor Leadership School and has introduced hundreds to mountaineering and assorted outdoor adventures.

Randy has an MBA from Stanford and an undergraduate degree from the University of Colorado, Magna Cum Laude and Phi Beta Kappa, in Economics, Computer Science and Political Science. He holds the Series 7 and Series 66 securities licenses, as well as Life, Disability and Variable Line insurance licenses.

Randy is married with three wonderful children, two boys and a girl, all young adults.  He has advised on a broad range of personal, business and financial challenges and has personal experience in his own life with aging parents and intergenerational issues. 

Waddell &  Reed and its support resources are also an important part of my practice.  Waddell & Reed provides me with a deep bench of support to help me serve my clients.

 

 

 

 

Waddell & Reed is not affiliated with any organizations listed herein.

 

08/16