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
