Client Relationship Manager and Senior CSA

Randi is a Client Relationship Manager and Senior CSA at Formidable Asset Management, where she has been a valued member of the team since 2018. As a Chartered Financial Consultant (ChFC®), Randi combines her financial knowledge with a genuine passion for people and a commitment to building meaningful, lasting client relationships.

Working closely with clients, Randi takes pride in creating a personalized and welcoming experience. She believes that understanding each client's individual goals, priorities, and concerns is essential to helping them feel confident and supported in their financial journey. Her approachable nature, attention to detail, and dedication to exceptional service have made her a trusted resource for clients and colleagues alike.

With extensive experience in client relations and financial services, Randi brings both professional expertise and a personal touch to her work. She attended the University of Cincinnati and remains committed to continued learning and professional development. Above all, she values the opportunity to help individuals and families prepare for their futures and build lasting financial security.

Outside of the office, Randi enjoys staying active, traveling, and experiencing all that Cincinnati has to offer. She has a love for the arts and entertainment, whether attending a musical, exploring a museum, enjoying stand-up comedy, or discovering a new favorite restaurant. She also enjoys fitness, hiking, kayaking, pickleball, and connecting with others through local mahjong groups and community events. Giving back is important to Randi, and she enjoys supporting charitable organizations. She resides near Eden Park with her sweet Russian Blue cat, Indie, who keeps her laughing with his playful personality.