Randy works closely with Bob, analyzing clients’ financial situations and collaborating to assist with financial planning. He prepares retirement, life insurance, education and investment analysis using a variety of software platforms. Randy's experience, specifically in financial planning coupled with his FINRA Registrations, allow him to support Bob with Case Design services. Randy is a 2020 Level II CFA Candidate. He holds a Series 7 and 66 registrations with LPL Financial. He is also licensed in the State of Michigan for Life, Health, VC, Property and Casualty.
Randy is a graduate of Oakland University with a bachelor’s degree in finance. When he’s not working you can find him spending time with family and friends. He also loves playing or watching ice hockey.