About Randy

Randy received a Bachelor of Arts degree in accounting from Southern Illinois University – Carbondale in 1978.  He passed the Uniform Certified Public Accounting Exam in 1979 and has worked in public accounting his entire career.  As a CPA with over 30 years of experience, Randy brings an in-depth knowledge of the income tax consequences  of your financial decisions. Knowing the tax effects of these choices allows you to use the tax laws to your advantage both while you are working and when you’re retired.

In January 2000, Randy was registered as an investment representative and in June 2006 passed his Investment Advisor Law examination.

As a result, clients may choose from “wrap fee” programs offering asset management solutions, preparation of financial plans, specific investment recommendations, review and evaluation of existing investment portfolio’s, or a customized solution involving a combination of these options.  Additionally, Randy is a licensed life and health insurance agent.