Our Team

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 in financial planning and 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 training and experience from his previous work in financial planning with Hantz Financial Services, where he specialized in financial planning. He holds Series 7 and 66 registrations with LPL Financial. He is licensed in the State of Michigan for Life, Health, VC, Property, and Casualty.

Randy graduated 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 and watching ice hockey.