With worldwide experience gained from leadership positions in both investment and credit management, Randy personally serves the financial needs of the valued clients with insights that few invest professionals have.
Randy received his bachelor’s degree in finance from Michigan State university and his MBA from the University of Michigan Ross School of Business. He continued his education to earn the Chartered Financial Analys (CFA®) designation while he gained invaluable experience over a ten-year period in which he handled domestic and international credit and finance for Manufacturers National Bank and General Motors Acceptance corporation. In 1993, Randy joined AG Edwards, now Wells Fargo Advisors, as an institutional investment professional and later expanded his practice to assist individual investors. Randy is also a Certified Financial Planner™ professional and an accredited Executive Planning Consultant.
A very active supporter of the community that has given him so much, Randy serves on the boards of several non-profit organizations and is active with the World Affairs Council of America. Away from the office, Randy enjoys traveling the world with his two daughters and experiencing cultures through exploring their history and foods. At home he is an avid cook, loves to fly-fish and explore plein air painting in a variety of mediums. Having grown up in northern Michigan, Randy has enjoyed calling Evergreen his home for more than 30 years while his two daughters, Leah and Erin, now live in Denver and San Francisco.
CA Lic. #0E46031
As a founding partner, Wendy brings more than 25 years of financial services experience to the highly attentive and exceptional service that clients receive. Additionally, Wendy provides support with investment research and trading.
Having worked at Merrill Lynch and Commercial Federal Bank in customer service, cash management and margin functions, Wendy has an enhanced ability and perspective in proactively anticipating possible issues – and resolving them, in many cases, before clients even become aware of them. Wendy’s designation as a Senior Registered Associate also allows her to assist clients with equity and option trading, fixed income investments, and general investment questions.
Wendy attended Oklahoma University and the University of Utah. While Wendy remains an avid skier and enjoys hiking, biking, and golfing, she now expresses her creativity through art – pastel, oil paints and water color mediums. Wendy, her two sons, Skyler and Brayden, have enjoyed making Evergreen their home for over 25 years.
For 20 years, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Company, has simplified independence by partnering with successful financial advisors and fostering a mutal passion for doing what’s right for clients. As of January 1, 2021, Wells Fargo Advosors Financial Network has grown to operate nationwide with 1,350 owners and advisors in 537 practices administering over $144 billion in client assets. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. wfafinet.com