We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Founder and LPL Financial Advisor
Gregory W. Randall has been guiding and empowering clients toward confident life decisions since 1997. He began his career in San Francisco before moving his main office nearer to home in Sonoma County. Greg continues to serve and...
Director of Client Relations
Toni L. Wilkes joined GW Randall & Associates in 2003. She brings extensive organizational leadership from her previous position as Dean of Education at Heald College in Santa Rosa. As Director of Client Relations, Toni manages quality...
Janice M. Kelley joined GW Randall & Associates in January 2014. She has over 25 years in human resources experience including recruiting, training, performance management, benefits, payroll, safety, and compliance and is a graduate of...
VP Client Relations
LPL Registered Administrative Associate
Prior to coming on board with The Financial Services Network as an LPL Registered Administrative Associate in 2017, Emily worked for LPL Financial. Over the course of 11 years, Emily gained a vast and multi-faceted knowledge base in...