In 2007, Randy attained Series 66 and 7 securities registrations and launched a financial planning practice. He began with Ameriprise Financial. In 2009, he became an independent advisor with Charter Advisory Corporation, a long-time presence in Indianapolis area. At the same time he also joined LPL Financial as a registered representative. Randy's financial planning practice focuses two specific groups. One is business owners whose financial challenges are multi-layered, including family, business, tax strategies, employee benefits, liability insurance, and much more. A second group is individuals and families, where the challenges of building and preserving wealth can be greatly assisted b