Randi Leese

Randi Leese

Randi has been in the financial services industry since 2001 and began her career working with young families creating a roadmap to being properly protected and financially independent. Her focus has always been client-driven carefully maneuvering a complex financial world with ease while helping clients to make informed decisions that would ensure reaching their goals. Randi believes that every client should be well-informed and treated with the utmost respect and care. Her focus has always been putting the client first and in doing so, she found that her clients now needed to understand how to navigate themselves during retirement which is why she has joined the Thrive team. Excited to continue educating clients in the realm of retirement planning, Randi is the perfect fit for the Thrive family.

Randi’s educational background includes a BS in Human Resources and Marketing from the Fox School of Business at Temple University and an MS in education. She holds licenses for Life and Annuities and a Series, 65.

When Randi is not working, she enjoys spending time with her family including her husband, 2 daughters and her dog, Jesse. She loves being creative and involves herself in many artistic projects such as baking really cool cakes.

Randi has been in the financial services industry since 2001 and began her career working with young families creating a roadmap to being properly protected and financially independent. Her focus has always been client-driven carefully maneuvering a complex financial world with ease while helping clients to make informed decisions that would ensure reaching their goals. Randi believes that every client should be well-informed and treated with the utmost respect and care. Her focus has always been putting the client first and in doing so, she found that her clients now needed to understand how to navigate themselves during retirement which is why she has joined the Thrive team. Excited to continue educating clients in the realm of retirement planning, Randi is the perfect fit for the Thrive family.

Randi’s educational background includes a BS in Human Resources and Marketing from the Fox School of Business at Temple University and an MS in education. She holds licenses for Life and Annuities and a Series, 65.

When Randi is not working, she enjoys spending time with her family including her husband, 2 daughters and her dog, Jesse. She loves being creative and involves herself in many artistic projects such as baking really cool cakes.

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