Randy Schwartz
Relationship Manager
BIO
Approaching 30 years in the financial services industry Randy continues to believe that
excellence in customer service is paramount to building a flourishing business. Getting
introduced into the financial world on the health insurance side he went on to acquire
the Series 7 and Series 66 licenses and progressed to leading a financial services office
in Madison, Wisconsin as their Operations Manager for the past 20 years. Authenticity,
kindness and education are some of the building blocks that foster relationships that we
all desire and he does his best to engage those tools daily.
Randy and his wife raised four super kids and now with his spare time, he enjoys
creating new trails through their woods while getting to work on his lumberjack skills and
is excited to build his own pond in the near future.
JOINED FIRM
2026