COO, CHFC®, CFP®
Randy Whitman is the COO and co-founder of Insight Alliance. Randy is a native of Nashville graduating from Hume-Fogg High School and graduate of Harding University. Randy uses his unique relational skills to uncover what his clients deeply value and applies a strategic financial process to each person’s life. His clients leave the financial process confident that they have a representative in their financial decisions, clear about where their assets are taking them and capable to achieve their dreams and intentions.
Randy’s greatest skill is fully understanding what each client desires and aligning those values to their financial life. He helps his clients on a variety of financial matters including business and estate planning, tax strategies, and investment planning. Randy develops strategies to lead individuals and families into financial security as efficiently and effectively as possible.
Randy lives in Nashville with his wife Beth and their two angels Abby and Ainsley. Randy is active in his church community. In his leisure, he enjoys visiting Walt Disney World as often as possible.