Team

Randy has brought together a team of specialists to ensure that every client receives effective, professional, and knowledgeable financialservices. As your licensed Wealth Manager, Randy will develop your custom financial plan. He will...

Lynne ensures that each client receives the highest level of customer care and service. Lynne is responsible for the timely and accurate processing of investment documents, including distributions and contributions. Lynne’s...

Ashley develops investment portfolio reviews for our America Group Wealth Management clients. In addition, she is responsible for all aspects of digital and print marketing, social media management, website management, and client...

David is involved with assisting advisors in all aspects of portfoliomanagement. He has worked in the financial sector for over 6years and specializes in innovative and efficient internal businessplanning. David has used his background...