As a case designer, Randy collaborates with advisors to assist with financial planning analyses including: life insurance, education, and investment analysis using a variety of software analytic tools. To add to his depth of finance, he holds Series 7 and 66 registrations with LPL Financial. He is licensed in the State of Michigan for Life, Health, VC, Property and Casualty Insurance. Randy is a graduate from Oakland University with a bachelor’s degree in Finance. When he’s not working you can find him spending time with family and friends. He also loves playing or watching Ice Hockey.