Getting and keeping your entire financial house in perfect order is the focus of Randy’s work.
Using an interactive process, Randy leads clients in addressing areas of immediate need and identifying long-term goals that are important to you. A comprehensive plan for achieving your goals and obtaining life-long financial peace of mind is constructed and implemented. The plan is by necessity goal-specific, dollar-specific, and date-specific. A detailed funding schedule and investment policy fuels the plan.
Randy moved his practice to Sutter Wealth Management in 2019 after a decade at Wells Fargo Advisors. The experience at a large firm, serving several hundred clients with a wide variety of financial needs convinced Randy that his true strength is in providing values-based, long term financial planning to a limited number of clients, committed to achieving their goals. The opportunity to serve a community of handpicked clients in a fiduciary role, is what led him to join the Sutter Wealth Management team.
Randy graduated from Villanova University with a Bachelor of Science degree in Business Operations Management. He proudly devoted nine years to service as a commissioned officer in the U.S. Navy, sailing throughout the South Pacific and Indian Oceans. After the military, he entered the private sector managing a multi-state region on behalf of a national retail chain before buying out his local market and operating as the business owner.
Randy lives in El Dorado Hills with his wife, Cori. They enjoy serving the community through their church, travelling, and spending time with their adult daughter and son.
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