About
Randy has over 25 years of experience creating and managing a wide variety of portfolios. His diverse education and experience allow him to effectively create investment strategies that meet a broad range of client needs. He believes that honesty, education, and clear communication are cornerstones of a successful client-advisor relationship and always strives to be exceptional in those areas. He is currently a member of the CFA Society of Milwaukee. In his free time, he enjoys playing tennis, watching the Milwaukee Bucks and spending time with his family.
Education
- BS, Criminal Justice, University of Wisconsin - Milwaukee, MS, Accounting, University of Wisconsin - Milwaukee
Articles by topic
Blog
When going through uncertain times in the markets, it can feel unprecedented, but a closer look at history shows that we’ve been in similar situations before. Mark Twain is commonly quoted as saying “history doesn’t repeat itself, but it does rhyme.” Though investors have never faced the exact same situation we do today, they have certainly encountered headlines that rhyme with those of the past.
Blog
This morning, we woke up to the news that Russia has invaded Ukraine, as was widely anticipated in recent weeks. Early reports indicate that the invasion included attacks by land, air and sea, along with cyberattacks. Ukraine and Russia are large exporters of precious and industrial metals, grains and oil & gas. As of early this morning, prices for aluminum, palladium, nickel, wheat, gold and oil are up significantly as a result. U.S.
Blog
The widely accepted definition of a recession is a period of temporary economic decline often led by a reduction in trade and industrial activity, generally identified by a fall in GDP in two successive quarters.
Events and Webinars
In this bi-monthly webinar series, Navigating 2022: Guiding You Through Volatile Markets, our Roundtable™ team of advisors and specialists report on what you need to know to make informed decisions for your financial plan, including:
Changes in the markets
What these changes mean
What we're doing in response
Answers to your questions
