Randy specializes in helping three groups of clients: self-made individuals, small business owners, and dual-income families. Randy’s approach to attracting clients reflects the reason he works in wealth management — simply by offering to help people enhance their finances he gets the joy of seeing them achieve their goals. Randy’s financial experience has made him a regular on CNBC and Fox Business, and a contributor to Forbes online.
Randy joined EP Wealth Advisors after 22 years with Warren Financial, when it became part of the EP Wealth family in 2022. At that time Randy was the firm’s Chief Executive Officer and Chief Financial Officer.
Randy earned a B.S. in Computer Science, Finance, and Economics from The University of Delaware, and holds an MBA from West Chester University of Pennsylvania.
Randy serves on the board of West Chester University as well as on its Finance and Endowment committee, and on the West Chester President's Advisory Board. Randy also is on the board of TCA, his high school alma mater, and on the board of the Chester County History Center. He volunteers in various positions throughout the community as well. Randy’s outdoor-oriented lifestyle includes golf, tennis, paddle ball, pickleball, soccer, hiking, and biking. His musical talents include guitar and piano. Most of all, though, Randy enjoys just being with his friends and family. He is married to his high school sweetheart and together they have raised three successful young adults.
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