CLIENT SERVICES ASSOCIATE
As a client service associate, Randi has opportunities to meet nearly every client of Formidable Asset Management.
Randi is at the nerve center of the firm, helping to resolve clients’ concerns, assisting clients on account information, communicating with new and prospective clients to establish new accounts and assisting all the financial advisors.
She likes to work with clients to help them achieve their financial goals, prepare for the future and build financial security.
Randi was educated at the University of Cincinnati. She worked in sales and customer service for a major airline for 10 years before joining the Formidable team.
She is a volunteer at Crossroads Community Church, supports many charitable causes and enjoys fitness, nature and travel.
She lives in Mount Lookout with her husband, Steve and two shih tzus and they enjoy spending time with her stepson.
“Success is when the client feels valued, when we listen and understand their problems and successes.”
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