Randy Grose is a Managing Director of Sheridan Road Financial and offers innovative retirement strategies to institutional and retail clients. He and the team and Sheridan Road strive to make an impact on the lives of their team members, their client and the communities in which they serve. Randy guides clients through the retirement planning process using Worksite Financial Solutions, a comprehensive financial wellness program that assists clients with their overall financial health so they can move forward toward meeting their goals. The process simplifies what can seem overwhelming and provides clarity on how the right decisions can impact their future and seek to reduce worry and stress about finances.
Randy has more than 20 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.
In addition to tracking the markets and researching securities, Randy enjoys traveling and golfing when he is not working with clients. He also volunteered his time as a member of the University of Denver’s Executive MBA Alumni Board.