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.
America Group Retirement Strategy Centers is a separate entity from LPL Financial, and its associates are separate from Stefanski Wealth Management.