EA, CFS, CSA - Chief Visionary Officer
Randy was born in Central Indiana. He is married to his lovely wife, Sarah, and together they have been blessed with eight children, consisting of four sons and four daughters. In addition, they have five grandchildren. Since 1982, Randy has been helping clients with their many financial needs. He strives to use simplicity in bringing creative solutions to the often complex financial needs of his clients. Randy and Sarah recently celebrated their 36th wedding anniversary and currently reside in Ceres, CA nestled in the middle of a small almond orchard. Randy loves spending time with his wonderful family and working in his almond orchard at home. He also enjoys learning new ideas, reading, and traveling. Randy serves on the board of several local charities and appreciates the opportunity to serve others through these charities. Randy is active in his local church and has been blessed with many friends and family.
- Areas of focus
- Personal & Business Tax Planning
- Business Development & Plans
- Choice of Entity Analysis
- Retirement & Estate Planning
- Certified QuickBooks ProAdvisor