As a Wealth Coach, Rand brings over a decade of experience to the conversation around our clients’ financial planning process. He obtained the Certified Financial Planner™ designation in 2012, and his CIMA® designation in 2019. Rand’s favorite part about his job is that every day is different. There are so many factors to consider in helping families achieve financial independence and meet their needs comfortably at the same time.
Rand graduated from Winthrop University in 2009. He held an internship at a wealth management firm in college (he and Rob were actually interns together), then went into wealth management full-time after graduation.