Financial Advisors with Integrity

About Randall

As a senior consultant, Randall adds value to clients through more than forty years of uninterrupted financial services industry experience. Over the years, he developed knowledge and experience in financial planning, wealth management, portfolio design and construction, investment products, risk management and business ownership. He continues this journey because he takes great satisfaction in helping people pursue their personal financial goals and because he appreciates the long-term support of his clients and executive team.

Randall earned a B.A. in Business Management.  Over the years, he has held numerous professional designations in financial planning, financial consulting and asset management. For his leadership, civic and community work, Randall received the Paul Harris Fellowship Award from Rotary International.

Randall lives in Weddington, NC with his wife and best friend Debra. They have two children and three grandchildren. He is a seven year veteran of the United States Air Force. His hobbies include raising Foundation Pure Ankole Watusi and Black Angus cattle, playing golf and collecting presidential signatures.

Favorite Food:

BBQ Ribs

Best piece of financial advice received:

“Don’t look for the needle in the haystack. Just buy the haystack!”  John Bogle

Something on my Bucket List:

Attend the Army-Navy Football Game

Place I would most like to visit:


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