"People take many paths in their lives, based on individual perspectives, life experiences, goals and plans. The paths are uniquely theirs. There is no one-size-fits-all approach. All my clients know that as partners together, we determine the best strategies to meet their needs."
A Wealth of Experience
Michele Randall has 30 years of experience in financial services. She is a CERTIFIED FINANCIAL PLANNER™ professional. She earned her BA in Business Administration from Carthage College and her AS in Banking and Financial Services from Gateway Technical College and has studied at Cannon Financial Institute’s Private Banking and Trust schools.
Awards and Recognition
Michele has been named a FIVE STAR Best in Client Satisfaction Wealth Manager each year since 2012*. In 2003 she received the Distinguished Alumni Award from Gateway Technical College for achieving excellence in her field while exhibiting outstanding leadership, character and service. And in 2010 TEMPO International gave her its Distinguished Service Award in recognition of her dedication, leadership and accomplishments.
Commitment to the Community
As a business person, Michele has a strong commitment to the community. She is currently a board member of Gateway Technical College Foundation and a member of the Racine/Kenosha Estate Planning Council. Past community service includes: Treasurer, special events committee member and fundraising committee chair for Health Care Network; board member of the Jane Cremer Foundation; special event committee member for Racine Symphony, Junior Achievement, Racine Zoo, Racine YWCA and American Heart Association. Michele is a past member of TEMPO Racine.
"My priority is to help each person on his or her financial journey, focusing consistently on what is important to that individual. That’s what makes our partnership strong and that’s what client care is all about."
*The Five Star Wealth Manager is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.