Overview
Randy Schaller is a CERTIFIED FINANCIAL PLANNER™ professional who has more than 20 years of experience helping clients, particularly high‑net‑worth individuals and families, navigate the challenges of building and maintaining their wealth. His specialties include retirement planning, implementing tax‑efficient retirement income strategies, and investment management.
Experience
Randy started his wealth management career in 2004 as a Financial Planning Associate with a Kansas City firm focused on comprehensive financial planning for individuals and families. He worked closely with clients to develop and implement retirement plans and risk management and investment strategies, while also coordinating with other professionals to meet tax and estate planning needs. In 2011, he joined a web‑based investment advisory firm, where he managed a team of advisors serving participants in employer‑sponsored retirement plans. After the firm’s acquisition by a larger advisory organization in 2013, Randy designed and implemented a firmwide financial planning training program that more than 150 advisors across the country continue to use. He leverages his deep industry experience to help clients at Aprio make sound financial decisions and retire with confidence.
Education & Affiliations
Randy earned his Bachelor of Science in Business Administration from Baker University.