Our Team

Randy Roebuck, CFP®

Managing Director, Senior Wealth Advisor

Randy Roebuck is a seasoned wealth advisor with more than 40 years of experience in investment and wealth management. As a Certified Financial Planner®, he is dedicated to helping clients achieve their financial goals through personalized, strategic advice. His expertise spans retirement planning, investment management, and estate planning, with the goal to help deliver exceptional service and results.

Outside of work, Randy enjoys spending time with his family and watching sports.

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