As a member of the Planning Group, Randy works closely with clients in the development of their personal financial plans. Randy has advised high net worth individuals, corporate executives and small business owners for over 25 years.
Prior to joining Chevy Chase Trust, Randy was the Director of Financial Planning at OARS Capital. Previously, Randy was a Senior Financial Planner and Head of Tax at the Mason Companies and a Senior Tax Manager with the Employee Benefits and Executive Wealth Solutions practice at Watkins Meegan. Before that, he was with the American Institute of Certified Public Accountants and began his career providing individual tax and estate planning services at PricewaterhouseCoopers and KPMG.
Randy earned a Master of Science in Accounting from the University of Virginia and a B.S.B.A in Accounting and Management from Ohio Northern University. He is a Certified Public Accountant, a member of the American Institute of CPAs and the Ohio Society of CPAs, and holds the Personal Financial Specialist credential granted by the American Institute of CPAs.