Randy works 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.
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.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
America Group Retirement Strategy Centers © 2020. All Rights Reserved.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.