Randy is a Co-Founder and Managing Principal of Windsor. He has over 42 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 Indianapolis Monthly’s list of Five Star Wealth Advisors. He has also been invited to the Barron’s Top 500 Advisors Forum since 2010. He served for 10 years on Second Presbyterian Church Endowment Board, last two years as Chairman.
Randy graduated from Ball State University in 1980 before co-founding Windsor in 1986. He completed his CFP requirements in March 1986 and was admitted to the Registry of Financial Planning Practitioners in 1988 before it was transferred to the CFP Board of Standards in 1994. He is a fifth generation Hamilton County resident, where he is involved in a local rotary club. He lives in Carmel with his wife Kathy and has two adult children.
Windsor Professional Recognition Disclosures