Randall Dunn
Vice President
Randy is a Plan Advisor based in Dallas, Texas. He is passionate about equipping and empowering his clients with knowledge and insight to help them offer a competitive benefit for their employees which produces optimal retirement outcomes. He specializes in plan design, investment analysis, provider benchmarking, fiduciary training and risk mitigation.
Randy has over 11 years of retirement plan experience working with plan investment advisors for one of the country’s largest retirement plan providers. Randy is a graduate of Dallas Baptist University and a registered investment advisor representative.
Randy has over 11 years of retirement plan experience working with plan investment advisors for one of the country’s largest retirement plan providers. Randy is a graduate of Dallas Baptist University and a registered investment advisor representative.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
