Randi is Vice President at SageView Advisory Group. Prior to joining SageView, Randi was a Vice President at Bloomfield Investment Group, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Randi has several years of experience and completed the requirements for her Certified Financial Planner designation in 2019. Randi previously worked for a boutique financial planning firm in Minneapolis and enjoyed a long career at Imation Corporation, where she excelled at international marketing, product management, and building lasting global relationships.
Randi enjoys helping people and is especially passionate about helping women learn about and take control of their financial futures as they manage through life’s various transitions.
Randi is a Certified Public Accountant (CPA) and holds a bachelor’s degree in accounting from Bemidji State University in Minnesota. She also holds her Series 7 and 66 security registrations, as well as her Texas state Life & Health insurance license.
When she isn’t at work, she keeps busy socializing and attending music events with her friends and keeping up with her two young adult children. She loves nature and hiking, as well as global travel – Scandinavia and South America are her latest interests. Randi volunteers her time with Trinity Habitat for Humanity and likes the teamwork and satisfaction found in building homes for the less fortunate.