Randy is a Para Planner at Finish Line Financial. His role includes analyzing clients’ financial situations and collaborating to assist with financial planning. Randy prepares retirement, life insurance, education and investment analysis using a variety of software platforms, including Wealth Vision and Morningstar. His experience, specifically in financial planning coupled with his FINRA Registrations, allow him to assist in creating financial plans to help get clients across their own personal retirement finish line.
Randy 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.