Skip to main content

Our Team

Rob Randel's team standing together outdoors

Rob Randels and his team believe in continually striving toward excellence in all personal and professional pursuits, and particularly in the service of clients who are making some of the most important decisions of their lives. Together they have over 120+ years of experience and are dedicated to helping each and every client achieve financial security. They work to foster a culture that shares their philosophy and practices it daily. Anything less would be a compromise.

Please call whenever you have a question, concern or need. Rob and his team are eager to help.

Rob Randels headshot

Rob A. RandelsCFP®, MBA, RICP®, CLTC®, CAP®

Wealth Management Advisor

Tim Curran headshot

Tim M CurranChFC®

Associate Wealth Management Advisor

Brian C Wickstrom headshot

Brian C Wickstrom

Associate Financial Advisor

Katie A Beacom headshot

Katie A BeacomRICP®, CRPS®

Associate Wealth Management Advisor

Cherie S Arenas headshot

Cherie S Arenas

Associate Wealth Management Advisor

Claire Collins headshot

Claire CollinsRICP®

Associate Wealth Management Advisor

Parker L Doughty headshot

Parker L Doughty

Marketing Coordinator

Brett V Venner headshot

Brett V Venner

Associate Wealth Management Advisor

Alexander Abbott headshot

Alexander Abbott

Associate Wealth Management Advisor

Tyler Scritchfield headshot

Tyler Scritchfield

Associate Wealth Management Advisor

David Robert Benjamin headshot

David Robert Benjamin

Associate Wealth Management Advisor