About Randy Tennant

As an investment advisor and financial planner, I have been helping my clients in the areas of asset and income protection, growth and retirement planning since 1995.  I take my role as a fiduciary seriously and always put the needs of my clients first.

I work to give my clients peace of mind and a clear plan. That includes helping you achieve your financial goals and assisting with life insurance and Medicare options.  I help individuals, families, and businesses with a wide range of services and products to meet your needs and preferences.

My process starts with discovering your goals and thoroughly assessing your situation.  I analyze your data and evaluate your strengths, weaknesses, opportunities, and threats.  You will get a comprehensive and customized plan tailored to your specific needs, so you will have everything you need to make well informed decisions.

I provide truly objective guidance and enjoy being an active part of our community heping local neighbors secure their financial future.