Randy Balch
Owner and Lead Financial Advisor
Randy is the owner and lead financial advisor of our firm. He received his Bachelor's Degree in Business Management from the LeTourneau University in 1994 and holds two securities registrations: Series 7 for General Securities and 63 for State Securities. He became an investment advisor representative in 2000 and is currently registered with Royal Alliance Associates, Inc.. He received his certification as a Certified Wealth Strategist in 2014. Randy has been providing life, health, and disability insurance to individuals for more than 40 years.
Today Randy's clients include professional individuals, missionary and ministry families, widows and widowers, entrepreneurs, retirees, and many families who just work hard who want to preserve what they have earned. He also has the experiences of developing financial and insurance strategies for small start-up businesses and multi-million dollar corporations.
In his free time, Randy enjoys time with his family, especially his grandchildren. He also enjoys serving in his local church and working outdoors on his property.