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...
Manager of Operations
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...
Monique has worked at a financial planning firm assisting multiple advisors with their daily operations and customer service. Her capacity to adapt to ever-shifting tasks, while connecting with both clients and her team, makes her an...
Melissa brings over 30 years of financial service experience to the Virtual Admin team, half of which were through LPL Financial. Before joining The Network, she provided administrative support for an independent advisory office and...
VP Client Relations 10/26/2008 - 8/15/2022