Randy started with Peak Financial in 2015 and moved his family across the country from Atlanta, GA for the opportunity to work with Dan and Jim. He had worked with them on various projects since 2011, and recognized their expertise in assisting clients in their transition to and properly planning for retirement.
Randy is passionate about helping, educating, and empowering people with correct and transparent financial information so they can make the correct decisions with their money. His personal goals and mission aligned perfectly with Peak and this is why he chose to join Dan, Jim and the Peak Financial Team.
Peak is fortunate to have Randy as he came to the company with over 30 years of experience in the financial services industry. He has held multiple executive positions and has extensive experience in successfully starting, growing, operating, managing and selling businesses. He is an important and integral part of the team as he works with Jim and Dan in the development of each customized plan for the clients.
Randy’s proudest accomplishments are being married to his wife, Carrie for 35 years and helping her to raise their 4 children. Their family has grown and now includes 5 grandchildren. He loves sports and music. In his younger years, he sang professionally for 17 years, landed a recording contract and traveled and toured with 3 of his siblings.
