Randy Grose is a Managing Director of Sheridan Road Financial and offers innovative retirement strategies to institutional and wealth management clients. He and the team at Sheridan Road strive to make an impact on the lives of their team members, their clients and the communities in which they serve. Randy guides clients through the retirement planning process. For retirement income distribution planning, Randy utilizes Income Conductor®, a comprehensive distribution planning program that assists clients with their overall financial health in retirement. The process simplifies what can seem overwhelming, building financial confidence by providing clarity on how different decisions can impact their future.
Randy has more than 25 years of experience working with retirement plans and wealth management services. Prior to joining Sheridan Road, he was a Senior Pension Consultant with Arthur J. Gallagher, and before that, a Pension Sales Representative with Standard Insurance. He is an Accredited Investment Fiduciary® (AIF®), which demonstrates his ability to implement a prudent process into his own investment practices as well as being able to assist others in implementing proper policies and procedures. Randy earned his MBA from the University of Denver.
