As a Northeast Ohio native, Randy has been successfully advising clients in the greater Cleveland area for more than 25 years. He has built a strong network of clients, many of whom he has advised for decades. As a Certified Financial Planner™, he has developed a unique consultative approach to wealth management, by working with clients to create a financial plan to help them achieve their goals. Before joining Alluvial, Randy had been an independent advisor who methodically built his practice because he keeps current on the latest financial trends and innovations. He specializes in qualified retirement plans, retirement distribution strategies, estate and investment planning alternatives. He is a member the Financial Planning Association of NE Ohio, Financial Services Institute and was even named one of the Top Wealth Managers in Cleveland by Cleveland Magazine. Randy is a graduate of the University of Akron with a bachelor’s degree in Accounting. He is an avid golfer and enjoys hiking and pickleball. He and Kerry are proud parents of two grown sons.