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Our Associates

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Lindsey T. Randolph

OSJ Branch Manager and Certified Financial Planner

(209) 474-3465

(209) 957-3304

Lindsey has more than 37 years of financial planning experience and, along with his assistants, they serve over 650 clients. Most of those clients have come by referral as we build lasting client relationships by delivering high...

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Joyce Randolph

Registered Assistant and Office Manager

(209) 474-3465 x100

(209) 957-3304

Joyce and Lindsey were married in 1982 and after their last child headed for college, she joined him in the office. Joyce is a Registered Administrative Assistant, but also serves as Office Manager. Her skills are unsurpassed and she...

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Genevieve Palafox

Non-Registered Assistant



Genevieve joined the office in 2021 and is eager to assist our clients with any service request.
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