Randy works closely with Sally Cholewka Director of Financial Planning in the America Group Financial Planning Department. His role includes analyzing clients’ financial situations and collaborating with advisors to assist with financial planning. He prepares retirement, life insurance, education and investment analysis using a variety of software platforms, including eMoney and Morningstar Workstation. Randy's experience, specifically in financial planning coupled with his FINRA Registrations, allow him to support advisors with Case Design services. Randy is a 2020 Level II CFA Candidate.
Prior to joining the America Group team, he gained his training and experience from his previous work in financial planning with Hantz Financial Services where he specialized in financial planning. He holds a Series 7 and 66 registrations with LPL Financial. He is licensed in the State of Michigan for Life, Health, VC, Property and Casualty.
Randy is a graduate from Oakland University with a bachelor’s degree in finance. When he’s not working you can find him spending time with family and friends. He also loves playing or watching Ice Hockey.
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