About Us

Randy Anderson

 

 

 

 

 

Randy Anderson
Vice President/Investments

Randy's goal is to develop a long-term relationship with you by playing a key role in your financial life. As your life changes and as markets fluctuate, he will coordinate the investment planning process for you. Working closely with your attorney, accountant, and other professionals, he will help you identify your risk tolerance, establish and prioritize your goals, and craft a wealth management plan for your future. He and his team strive to provide ongoing guidance for your personalized plan and periodically review your progress as you pursue your financial goals.

 

Dane Anderson

 

 

 

 

 

Dane Anderson, CFP®
First Vice President/Investments
Branch Manager

Taking a long-term investment approach, Dane helps individuals, charitable organizations, and businesses manage their assets and develop and implement retirement and estate planning strategies designed to help preserve and grow wealth. He also specializes in assisting institutions and organizations design customized retirement programs for their employees.  For both individual and institutional clients, he provides a personalized touch to the investment selection process with an emphasis on education and meaningful, ongoing dialogue.

 

Richard Midgley

 

 

 

 

 

Richard Midgley
Financial Advisor

Richard assesses the financial needs of individuals and helps them with decisions on investments, tax laws, and insurance utilizing the income strategies implemented by the team. He specializes in assisting businesses with the setup, management, and design of customized retirement programs for their employees.

 

Lisa Buzick

 

 

 

 

 

Lisa Buzick
Operations Supervisor

With more than 18 years of financial services experience, Lisa strives to ensure that our clients' administrative and operational needs are handled accurately and quickly.  Her responsibilities include opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.  As the first point of contact, she will make sure your account-related questions are promptly answered.