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.
6/11/2025
Blog
Are we in a recession? Financial advisors from across the U.S. weigh in on economic signals, historical comparisons, and how to stay on track with your financial plan.
8/4/2022
Blog
Russia invades Ukraine, sparking market volatility, surging commodity prices, and investor anxiety—long-term focus and diversification are key.
2/25/2022
