Randy Anderson

Vice President/Investments

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Randy’s goal is to develop a long-term relationship with you by playing a key role in your financial life. As your life changes and as markets fluctuate, he will coordinate the investment planning process with you. Working closely with your attorney, accountant, and other professionals, with your approval, he will help you identify your risk tolerance, establish and prioritize your goals, and craft a wealth management plan tailored toward your future goals. He and his team will periodically review your progress with you as you pursue your financial goals provide guidance for your personalized plan.

Dane Anderson

CFP

CFP

First Vice President/Investments; Branch Manager

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Taking a long-term investment approach, Dane helps individuals, charitable organizations, and businesses manage their assets, as well as develop and implement retirement and estate planning strategies designed to help preserve and grow wealth. He also specializes in assisting institutions and organizations to design customized retirement programs for their employees. For both individual and institutional clients, he provides a personalized touch to the investment selection process with an emphasis on education and meaningful, ongoing dialogue.

Lisa Buzick

Operations Supervisor

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With more than 20 years of financial services experience, Lisa strives to ensure that clients’ administrative and operational needs are handled accurately and quickly. Her responsibilities include opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements. As the first point of contact, she will make sure your account-related questions are promptly answered.