Improver

Randy Godsell CPA, CFA, CFP®

Senior Portfolio Manager at Wealth Enhancement Group

Brookfield, Wisconsin

In addition to helping clients structure portfolios to meet their financial goals, I conduct investment research and serve on the firm’s investment committee. I have over 20 years of experience creating and managing portfolios for a wide variety of clients. My diverse education and experience also allow me to effectively coordinate my client’s investment strategy with other aspects of their financial plan. I believe that honesty, education, and clear communication are cornerstones of a successful client-advisor relationship, and strive to be exceptional in those areas at all times.

About SVA Plumb Financial

At SVA Plumb Financial, we believe that quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients' assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.

Specialties: Fee-Only Independent Investment Advice
Certified Public Accountant (CPA)
Certified Financial Analyst (CFA)
Certified Financial Planner (CFP)

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Experience:

• President/Partner (Godsell & Hughes Financial, Inc.)
• Principal - Chief Investment Officer (SVA Plumb Wealth Management, LLC)
• Senior Portfolio Manager (Wealth Enhancement Group)
• Director of Investment Advisory Services (Richardson Financial Group)
• Manager of Investment Advisory Services (Ernst & Young)

Skills: