Every client deserves a plan built precisely for them - not a
basket pulled off a shelf.
Background
A native of Southern California, Randy relocated to Atlanta in 1997 and
immediately began building what would become a nearly three-decade
career in wealth management. From that foundation, he has cultivated a
reputation for being a client-centric financial advisor and earning the trust of
high-net-worth individuals and families who demand more than conventional
investment management.
Philosophy and approach
Randy holds the CERTIFIED FINANCIAL PLANNER® designation—a credential
that shapes everything he does. Rather than defaulting to generic-model
portfolios, he constructs fully customized financial plans designed around
each client’s unique goals, timeline and risk profile. His singular focus is on
identifying the strategies that may carry a high probability of helping clients
achieve their financial objectives.
A key differentiator is his ability to manage both sides of a client’s balance
sheet—addressing not only investments and wealth accumulation, but
also liabilities, lending and structural considerations in equal measure. For
high-net-worth individuals and families, this holistic perspective can be the
difference between a plan that looks good on paper and one that potentially
performs across generations.
Randy and his team understand that life events—such as a job change, the
birth of a new child, retirement, inheritance or the sale of a business—can
lead to a great deal of anxiety. That is why they have taken a comprehensive
approach to the wealth planning process specifically to help foster peace
of mind around these significant milestones and help ensure clients feel
confident and prepared at every stage of life.
Specialized resources
Through RBC Wealth Management, Randy can provide clients with direct access to a deep bench of internal specialists—helping to eliminate the friction that often comes with navigating too many separate advisors. His clients can benefit from in-house expertise across:
• Lending solutions
• Alternative investments
• Trust and estate planning services
• Financial planning
• Customized capital gain solutions
Education and athletics
A former All-American swimmer at both UCLA and Auburn University, Randy brings the same discipline and competitive drive he developed in the pool to every client engagement. The relentless preparation required to compete at the national level—building a strategy, refining it and executing under pressure—mirrors the methodical, detail-oriented approach he applies to financial planning.
Personal
Randy resides in Brookhaven, Georgia, with his partner, Dana Lowe, and his two teenage children, Teddy and Cecilia.
