Randy serves as a Managing Director with Creative Planning, working directly with clients to develop and implement a strategy to address their financial, investment, tax and estate planning needs. Prior to joining Creative Planning, Randy was the President and Founder of Retirement Plus, Inc. in Leawood, Kansas where he served as the Chief Compliance Officer as well as the Co-Executive Investment Officer for the firm. The philosophies of Retirement Plus Inc. and Creative Planning both ascribe to the comprehensive and holistic method of incorporating financial planning, tax planning, investment management, and estate planning within a single relationship. Randy was recognized as advisor of the year 2009 by Reuters Advice Point.
Randy has been ranked as the #26 Financial Advisor in the state of Florida on Barron’s list of ‘Top Financial Advisors by State’ (2019*). He is also a published writer and author and is responsible for contributing numerous articles over the years to Boomer Magazine, Research Magazine and other periodicals. He provided the foreword for the book, The Art of Investing and Portfolio Management and is the author of the book How to Work for Uncle Sam and Retire Rich. Randy also founded the radio show program The Bottom Line and has been a frequent guest on numerous other radio and television programs that feature financial and investment related topics. Randy also founded Financial Workshops, LLC, a leading provider of financial training to large employers. As a skilled presenter, he has led more than 500 workshops for various organizations and Federal agencies throughout the country over the past 20 years.
Randy attended the University of Kansas and majored in education and completed his academic career at the University of Missouri at Kansas City Bloch School of Business where he obtained his certificate in financial planning. Randy is a Certified Financial Planner™ practitioner and subscribes to the ethical requirements as set forth by the Certified Financial Planner Board of Standards®.
Randy enjoys sailing his own boat as well as chartering sail boats throughout the world.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Wealth Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Wealth Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Advisor. Rankings are generally limited to participating advisors. The Wealth Advisor does not pay a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
IMPORTANT DISCLOSURE INFORMATION – BARRON’S TOP ADVISOR BY STATE
The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.