Randy is a financial advisor serving both individuals and retirement plan sponsors. He graduated from Stanford University and subsequently earned graduate degrees in law and business from the University of California. He engaged in private law practice with Cooley Godward in San Francisco, and then became General Counsel of the investment banking firm, Hambrecht & Quist. He joined Lodestar in 1989.
Tony was captivated by finance at the age of 9 when his father, an economist, gave him 100 shares of his first stock as an introduction to the stock market.
Tony later graduated from Dartmouth College with a degree in Psychology and started his career in financial services. His background in finance and psychology give him a unique ability to integrate wealth management expertise with an understanding of the emotional and psychological effects of money.
Passionate about learning, Tony continues to research and study financial planning concepts and portfolio management techniques. He believes that while there are time-tested financial principals that must be adhered to, wealth management strategies should remain flexible to adjust to ever-changing tax laws, economic conditions, and demographic trends.
Tony has earned his CERTIFIED FINANCIAL PLANNER® designation. A Certified Financial Planner (CFP®) has met rigorous standards regarding competent and ethical behavior in providing financial advice. Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by submitting to a rigorous CFP certification process that includes education, examination, experience and ethical requirements. Once certified, CFP practitioners are required to maintain technical competence and fulfill ethical obligations as well as stringent continuing education requirements.
Tony is also a member of the Financial Planning Association (FPA®) and is committed to advancing the financial planning profession. Tony’s article on retirement probability analysis using Monte Carlo simulation was included in the book Modeling Risk, by Dr. Jonathan Mun (Wiley Finance).
Although professional accolades are appreciated, Tony knows his greatest achievement has been his clients’ trust and respect.
Kevin has over 25 years experience in serving individuals and families in the areas of Retirement Planning, Asset Management and Estate Planning. Before joining Lodestar, Kevin served as Vice President and Financial Consultant at Charles Schwab & Company. Kevin has held the CFP (Certified Financial Planner) designation since 1995, and is also an Accredited Wealth Management Advisor (AWMA) and Accredited Asset Management Specialist (AAMS). In addition, Kevin holds a B.A. in Business and Economics from Westmont College in Santa Barbara. When not helping clients or spending time with his wife Ellen, Kevin is likely to be playing or coaching competitive sports with his children, Katie and Jack.
As the firm’s Wealth Manager, Jason is responsible for designing and maintaining clients’ financial plans, assisting in the implementation of investment portfolios and performing ongoing research on investment strategies and the economic landscape. He often serves as the liaison with the client’s other financial service professionals, including tax professionals and estate planning attorneys. Jason is a Chartered Financial Analyst (CFA) charterholder and has a Bachelor of Science in Philosophy from Western Oregon University. He and his wife, Maria, live in Walnut Creek with their dog, Hachi.
Angela coordinates the delivery of financial services to the firm's high net worth clients and ensures that the office is running smoothly and efficiently. As part of our client-centered team, Angela supports all client communications and paperwork. Please call Angela if you have questions about your account documentation, the status or holdings in your account, or if you need to withdraw funds.
Kelly is an invaluable part of our client service team. She enhances client experience with efficient and excellent service. Working closely with Angela in many of the operational duties of the firm, Kelly handles much of Lodestar’s client-servicing and advisor-supporting responsibilities. Luckily for our clients, she is usually the first person seen when they walk into our office.