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Randy began his career in the financial services industry in 1985. He currently serves business and individual clients throughout the Carolinas. He specializes in wealth creation and preservation for individual clients. He specializes in corporate benefits specializing in executive benefits, most notably 401(k) plans, and other tax favored strategies.

Advancements:
Randy is currently a member of the Million Dollar Round Table’s, most prestigious "Top of the Table". Less than one-half of one percent of the financial services advisors are eligible for membership. He is also a member of the International Forum.

Other Achievements:
National Association of Insurance and Financial Advisors
National Council of Certified Estate Planners
Society of Financial Service Professionals
Certified Senior Advisor
Registered Financial Consultant
Currently Serving on Board of Managers at DOWD YMCA as Vice Chairman
Former Chairman of Facility Development Committee at DOWD YMCA
Former Vice President of Providence Country Club
Former Chairman of the Membership Committee at Providence Country Club

Married to wife Lisa, Two Children