At Prevail, we do things differently. We don’t simply manage your wealth. We help you create it.
Randy is an Investment Advisor Representative, Chartered Life Underwriter, and Accredited Investment Fiduciary at Prevail Strategies. He serves executives and business owners in the areas of investments, insurance, and risk management. His focus is retirement planning, tax diversification, and addressing the over-concentration of personal wealth trapped in a business. He helps clients slow down, think through, and implement the needed planning processes. Prevail uses a highly intentional, team-based approach, connecting clients with multiple advisors with different areas of expertise. The result is concierge-level service that can effectively serve clients for their entire financial life cycle.
Prior to joining Prevail in 2017, Randy and his partners operated for 25 years as a multi-carrier national life insurance brokerage agency, onboarding sales teams in 35 states. His work allowed him to travel the country, supporting financial advisors, property/casualty agencies, and investment professionals with life insurance solutions, case design, and underwriting services.
When he’s not working, Randy serves as Board Vice President for Father’s Club, a 501(c)(3) nonprofit organization. Randy’s roles within the organization include fundraising and Tournament Director for their annual Mission Cup golf tournament. Randy also stays busy with the men’s ministry in his church, and serves regularly with the Kansas-based Men’s Encounter retreat.
Randy resides in Overland Park, Kansas, and has been married to Marlo for 25 years. Randy and Marlo have three grown children; a son and two daughters.
Top skills
• Investments • Insurance Planning • Wealth Management Services• Retirement Income Strategies
• 401(k) Rollovers
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