Randy was born and raised in southeastern Wisconsin and now resides in Wauwatosa with his wife and three cats. Randy joined Drake & Associates in 2022, bringing over 20 years of financial planning experience. He is a CERTIFIED FINANCIAL PLANNER™ and is securities and insurance licensed.
Randy enjoys helping couples and individuals transition from their working years to retirement, concentrating on financial and tax planning. “As you move from the accumulation to distribution phase of life there are many complicated decisions to be made,” he said. “I find it very fulfilling to guide people through the retirement planning process and help them have fun as we go.”
When not serving clients Randy and his wife enjoy traveling, fishing, playing guitar and bass, brewing (and drinking) beer, reading and are active in their church.
Form ADV Part 2B – Individual