My passion is to help people create and defend their wealth.
I enjoy working in partnership with my clients to bring
creative financial design ideas to the table in the areas of
investment, estate, retirement and business owner planning
while using tax reduction strategies necessary for wealth
management. I am a student of the financial markets and use my
experience plus state of the art evaluation tools to help
solve my client's financial problems and help them toward a
brighter financial future.
Randy specializes in service to professionals, foundations, retirees and owners of privately owned businesses in the areas of investment, retirement and estate planning, wealth creation and wealth preservation. His work includes identifying and resolving complex financial planning problems which help his clients toward achieving their financial objectives. He oversees client assets in excess of $130 million. Prior to founding Copper Mountain Capital, Randy has spent over 15 years serving clients at Lincoln Financial Advisors and has managed investment portfolios as large as $1.5 billion. Randy holds a Masters degree in Business Administration from the Wharton School of Business at the University of Pennsylvania and graduated Magna Cum Laude with a Bachelors degree in economics from the University of Colorado.
Securities offered through J.W.Cole Financial, Inc.(JWC) Member FINRA/SIPC. Advisory services offered through J.W.Cole Advisors, Inc. (JWCA). JWC/JWCA and Copper Mountain Capital are unaffiliated entities
|Firm Start Year:||2004|
|States Licensed in:||TX,CO, AK, VA, FL, IA, OH|
|Work Experience:||I have over 20 years experience as a financial adviser.|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs|
|Investment Types:||Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Commodities, Annuities, Bonds, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Phone, At my office, At your home, Video Conference, Via Email, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care, Variable Annuity, Life, Annuity, Disability, Variable Life|
|Advisor's Number of Clients:||70|
|Advisor's Number of Managed Clients:||50|
|Advisor's Number of Planning Clients:||35|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|MBA - Business||
Wharton School University of Pennsylvania - Philadelphia, PA
|BA- Magna Cum Laude - Economics||
University of Colorado - Boulder Colorado
Randy holds a Masters degree in Business Administration from the Wharton School of Business at the University of Pennsylvania and graduated Magna Cum Laude with a Bachelors degree in economics from the University of Colorado. His senior thesis was published in the American Economic Review. Since 2009, he has done extensive economic development work in Haiti, starting a micro finance program, a coffee co-op and a hens business. He is active in John Wesley United Methodist Church, Northwest Assistance Ministries, and Rotary International. Randy also serves as a trustee for the Retina Research Foundation, advises the $75 million Permanent Endowment Fund of Moody United Methodist Church and is past President of the Board of Pure Water for the World, an organization dedicated to bringing clean water to the worlds needy. In 2015, Randy was a finalist for the Global Community Impact award from the Invest in Others Charitable Foundation.
He and his wife Amy reside in Spring, Texas. They have two adult children
Financial Advice & Consulting
We help you understand and navigate your financial circumstances and make recommendations that better help you meet your goals.
Financial Planning for Individuals
We work together to establish goals, understand risk preferences and design unique portfolios that serve your needs. We use rigorous financial models to help identify and manage investment risks and capture potential rewards.
Financial Planning for Businesses
Succession planning and risk management are two additional layers of complexity that privately owned businesses face. We help you develop and execute plans for successful succession and tax management.
|Mon.||9:00 AM - 4:00 PM|
|Tue.||9:00 AM - 4:00 PM|
|Wed.||9:00 AM - 4:00 PM|
|Thu.||9:00 AM - 4:00 PM|
Global Community Impact