Rand Lionberger

My Beliefs:

I believe the starting point of any financial conversation should be with you with a focus on: your life, your family, your priorities, and your goals. I believe everyone is different but there are some central commonalities. I believe a plan must be built with intention and when that is done you have freedom in knowing that you are on track to meet your goals.

My mission:

My mission is to build relationships with my clients by providing expert guidance for a lifetime of financial security. I work to identify their goals and build out a pathway to help make them a reality. I enjoy working with both individuals and business owners in both the emerging affluent and high income earning space. Specifically those who are concerned about tax rates now and in the future.