About
Randy has over 25 years of experience creating and managing a wide variety of portfolios. His diverse education and experience allow him to effectively create investment strategies that meet a broad range of client needs. He believes that honesty, education, and clear communication are cornerstones of a successful client-advisor relationship and always strives to be exceptional in those areas. He is currently a member of the CFA Society of Milwaukee. In his free time, he enjoys playing tennis, watching the Milwaukee Bucks and spending time with his family.
Education
- MS - Accounting, University of Wisconsin - Milwaukee
- BS - Criminal Justice, University of Wisconsin - Milwaukee
Articles by topic
Blog
Discover why market volatility isn't unprecedented and how history offers valuable lessons for investors. Learn why disciplined, long-term strategies outperform market timing and how quality investments rebound over time.
Blog
This morning, we woke up to the news that Russia has invaded Ukraine, as was widely anticipated in recent weeks. Early reports indicate that the invasion included attacks by land, air and sea, along with cyberattacks. Ukraine and Russia are large exporters of precious and industrial metals, grains and oil & gas. As of early this morning, prices for aluminum, palladium, nickel, wheat, gold and oil are up significantly as a result. U.S.
Blog
The widely accepted definition of a recession is a period of temporary economic decline often led by a reduction in trade and industrial activity, generally identified by a fall in GDP in two successive quarters.
