Randy is co-founder and a Managing Principal of the firm. He is a knowledgeable financial advisor who has over 30 years of insight and experience successfully managing clients’ individual financial situations through constantly changing investment and tax law environments. He has built his practice around physicians and the unique challenges they face in today’s medical landscape.
Since 2009, Randy has been named to the Indianapolis Monthly’s list of Five Star Wealth Advisors. He has also been invited to the Barron’s Top 500 Advisors Forum since 2010.
A 1980 graduate of Ball State University with a degree in Finance, Randy completed his Certified Financial Planner (CFP®) requirements in March 1986. He was admitted to the Registry of Financial Planning Practitioners in 1988 before it was transferred to the CFP Board of Standards on December 31, 1994.
He is actively involved in his Church, Second Presbyterian, and has served on the Finance Committee for 10 years. He then served 10 years on the Endowment Board, with the last two years as President. He has also served two terms on the Center Point Counseling Board.
Randy is a fifth generation Hamilton County resident, where he is involved in a local rotary club. He lives in Carmel with his wife and their two children.
Click here for important professional recognition disclosures.