"IN OUR PRACTICE, WE CONSITENTLY STRIVE TO KEEP THE CLIENT—AND ONLY THE CLIENT—IN MIND"

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we believe we are able to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Randolph joined the wealth management field, because of his passion for helping hard working individuals to help them to know what was available financially for them, their families and businesses.

Randolph graduated from the University of Arizona in 1979, with a business degree.   In addition, he has passed the financial industry the license/series 7, 8, 31, 63, 65 and 66 exams. Randolph has obtained his Accredited Investment Fiduciary, AIF®, Accredited Investment Fiduciary Analyst, AIFA®, Chartered Retirement Plan Specialist, CRPS®, Behavior Financial Advisor, BFA®, designations.

Randolph and his wife/partner, Tyra, live in Arizona. He was born Missouri and at the age of nine his family moved to Sierra Vista, Arizona. He is active in the community; in his spare time, Randolph enjoys exercising, golf, his church family, personal family-related activities, and most importantly, FaceTime-ing with his two adult daughters and their families.

Tyra joined the US ARMY after graduting from high school in Ohio. Her last duty station was in Sierra Vista/Ft. Huachuca, Arizona.  Tyra has passed the financial industry licenses/series 7, 63, 65 and 66 exams. She has obtained her Accredited Investment Fiduciary, AIF®, Accredited Investment Fiduciary Analyst, AIFA®, Certified Divorce Financial Advisor, CDFA® and Behavior Financial Advisor, BFA®, designations.  In her spare time she likes to shop, play suduko, daily wordle, and on-line Monopoly with the family.