WealthPLAN Partners, Overland Park, KS
"I love helping people." Randy takes great pride in the fact that his clients trust him and look to him for strategies. Randy is a natural teacher and is always looking for opportunities to learn more in order to continue to provide the most relevant information to his clients. He seeks out ways to remain active in the financial planning industry through speaking engagements, financial seminars and continuing educational opportunities. Randy’s goal is to help his clients work towards their dreams through true financial security and wealth management.
Randy earned his Bachelor’s degree in 1991 from Kansas State University. He began his financial services career in 1992 after spending seven years in the telecommunications industry. He joined Compass Financial Resources in 2000 as a LPL Financial Advisor and in 2001 he completed the Financial Planning program at University of Missouri – Kansas City. His commitment and time is spent focusing on clients’ needs in financial planning, investment management, and estate planning. Randy holds the FINRA Series 7 and 63 licenses as well as the NASAA Series 65.
In his free time, Randy enjoys spending time with his wife, Diane, and their children, Grace and Andrew. His hobbies include hiking, golfing and Kansas City bar-b-que.