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Randall Klaiber, CFP®

Randall Klaiber, CFP®

Senior Managing Partner | Wealth Advisor

With over 20 years in the wealth management field, Randy utilizes his strong understanding of risk management principles and careful attention to detail to help clients navigate hurdles on the way to their long term goals. He especially enjoys working with multi-generational families and the challenge of matching family values with generational outcomes. Additionally as part of our portfolio management group he works to develop, implement, and monitor investment strategies.

A graduate of Penn State University with a degree in business logistics and international business he is committed to continuing his education and furthering his knowledge in the field. Randy received his Masters of Securities Analysis and Portfolio Management through Creighton University in 2015, became a Chartered Alternative Investment Analyst (CAIA) in 2020 and earned his CFP® designation in 2022.

Randy grew up as an explorer and inevitably developed a love for the outdoors including a fondness for hiking, fishing, hunting and archery. He enjoys spending time with his wife, Sharon, and his two daughters, Vera and Pearl going on all kinds of strange and bizarre adventures.