My Approach

Financial planning provides direction and meaning to your financial decisions. By viewing each financial decision as part of a whole, you can consider the impact on your entire financial situation — no matter where you are in achieving your goals and dreams. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. If you are truly serious about planning to make your dreams come true, then engaging in an ongoing financial planning relationship can be the most valuable investment you can make. Ultimately, it means that you and I have one unified plan to help you bring your dreams to life — one that focuses not just on getting you through the day to day, but on future outcomes you hope to achieve.

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Interests

  • During my free time I enjoy spending time with my wife Paula and our two kids Carlo and Enzo.
  • I have a passion for golfing and I try to take advantage of the beautiful Minnesota spring and summer season.
  • Throughout the year I also like to spend time volunteering at different organizations throughout Minneapolis.

Community Participation

I have served on the HIRED Board of Directors since 2004.

HIRED, founded in 1968, is a leading Twin Cities area provider of job-skills training and employment training. HIRED assists disadvantaged people and other job seekers to become qualified for and obtain employment.

HIRED enrolls more than 10,000 persons annually in a number of programs designed to assist low-income adults, dislocated workers, welfare-to-work individuals, and youth.

I have also volunteered at:

Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Small Business

Experience

18

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2008 - 2014
  • Ameriprise Circle of Success, 2001-2013
  • Protect. Grow. Give, RiverSource Life Insurance Company2, 2013
  • Ameriprise Diamond Ring Club, 2012

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Member, Financial Planning Association
  • Financial Advisor
View Definitions

Education

  • University of Minnesota - Duluth

Files for Download

My Videos

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My Photos Show Thumbnails

Randy with his wife Paula and their kids Carlo and Enzo sightseeing in France.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.