Broker Check

Congratulations on your retirement, Randy!

| July 31, 2019
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It is with much admiration that we congratulate Randy Lifshotz, Legacy Wealth Management financial advisor of 12 years, on his retirement today. It isn’t every day that a firm celebrates an advisor’s successful tenure of over a decade. We wish Randy the very best as he enters this next phase of life.

Clients and coworkers agree that Randy always has advice to give – be it financial, travel, or his take on life’s big questions. His philosophy at work stemmed from his passion for touring the world on his motorcycle, viewing his clients’ financial journey’s just as his two-wheeled adventures. During Randy’s twenty-plus years as an advisor, he surely did guide his clients through the winding or uphill roads of their lives toward their most important financial goals.

Randy brought a certain spark to every conversation that made him a true pleasure to work with.  Between talk of tasks and clients, his meandering tales took us cross-country on backroads, through eclectic small towns, past canyons and lakes and mountains. We’ll miss the tales but take heart knowing Randy is out there riding his motorcycle, collecting more stories for the next time we catch up with him!

Congrats on your retirement, Randy! Thank you for your dedication to your clients and our firm. Here’s to your next big adventure!

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