With 27 years of experience in the financial industry, Randy’s passion for customized comprehensive planning and investment management, led him to form Fiduciary Wealth Group in 2019. Randy started his career with Fidelity Investments, working his way from the back office to a position as a High Net Worth relationship manager. After leaving Fidelity, Randy entered the Registered Investment Advisory world with a Cincinnati based firm as their Director of Financial Planning, and attained his Certified Financial Planner designation in 2008. Changing firms in 2011, he worked as a Senior Advisor for a Dayton RIA until founding his own firm to provide more individualized planning and investment management.
Randy is a 29 year United States Air Force Reserve/ Air National Guard veteran, and is currently serving as the Deputy Director for Maintenance Compliance, Air Mobility Command, Scott AFB, Illinois. His background provides him with unique experience and skills when it comes to planning for military members, and his passion to ensure every military member can obtain planning assistance is notable.
Randy holds a Bachelor’s in Business Administration from the University of Cincinnati with concentrations in Finance/Management, as well as a Master’s in Military Operational Art/Sciences, Air University, Maxwell AFB, Alabama.
Address
Dayton, OH
Firm Name
Fiduciary Wealth Group, LLC
Firm Website
Phone Number
(855) 560-7171
E-mail
randy@fiduciarywealthgroup.com
Credentials
CFP®
