Houston, TX 77069
My passion is to help people create and defend their wealth.
I enjoy working in partnership with my clients to bring
creative financial design ideas to the table in the areas of
investment, estate, retirement and business owner planning
while using tax reduction strategies necessary for wealth
management. I am a student of the financial markets and use my
experience plus state of the art evaluation tools to help
solve my client's financial problems and help them toward a
brighter financial future.
Randy specializes in service to professionals, foundations, retirees and owners of privately owned businesses in the areas of investment, retirement and estate planning, wealth creation and wealth preservation. His work includes identifying and resolving complex financial planning problems which help his clients toward achieving their financial objectives. He oversees client assets in excess of $130 million. Prior to founding Copper Mountain Capital, Randy has spent over 15 years serving clients at Lincoln Financial Advisors and has managed investment portfolios as large as $1.5 billion. Randy holds a Masters degree in Business Administration from the Wharton School of Business at the University of Pennsylvania and graduated Magna Cum Laude with a Bachelors degree in economics from the University of Colorado.
Securities offered through J.W.Cole Financial, Inc.(JWC) Member FINRA/SIPC. Advisory services offered through J.W.Cole Advisors, Inc. (JWCA). JWC/JWCA and Copper Mountain Capital are unaffiliated entities
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I work with the following types of clients
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MBA - Business
BA- Magna Cum Laude - Economics