Randy is a Financial Advisor with Mountain West Advisors, a prominent, professional financial services firm providing leading edge wealth building and protection, retirement, business and estate planning analysis and design strategies for our clients.
As one of our firm's advisors, Randy works with individuals, families, and business owners to help them plan lives of significance: a goal achieved through organization, protection, and a clear focus on what matters most to each individual and finds nothing more satisfying than giving a client confidence, clarity, and real results when it comes to his or her financial world.
It is our great privilege to serve as an advisor to our clients. Our undeviating commitment is to effectively and ethically assist and guide them in building and protecting wealth in a substantially reduced risk environment, and in properly conserving, distributing and monitoring wealth and financial wellness utilizing The Living Balance Sheet®, a web-based financial organization platform.
We accomplish these strategies in both the business and personal planning spaces providing a comprehensive planning solution in concert with advanced professionals we associate with covering the entire spectrum of the planning process.
Randy is an Orange County, CA native, and graduated Cum Laude from Regis University in Denver, Colorado with a Bachelor of Science in Business Administration & Management Information Systems. He has been an advisor in the financial services industry since 1993, most of those years with the same firm. He currently lives in Provo, Utah with his wife Robin.
Registered Representative and Financial Advisor of Park Avenue Securities LLC, Financial Representative of Guardian. CA Insurance License #OC46788