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Randy Schroeder, CFP®, CKA®

Sr. Private Wealth Advisor, Principal

Houston, TX

Randy Schroeder is a Sr. Private Wealth Advisor and Principal for the Private Wealth division of Ronald Blue & Co. and serves his clients out of the branch office in Houston, Texas.

Randy joined Ronald Blue & Co. in 1992 and was responsible for establishing the Houston branch in 1994. He led the branch as Managing Director for over 20 years before transitioning into his role as a Sr. Private Wealth Advisor.

As a CERTIFIED FINANCIAL PLANNERTM certificant, Randy integrates financial planning, investment management, and estate and philanthropic planning into a customized financial plan tailored to help clients accomplish their dreams and financial goals. He is responsible for bringing together the expertise necessary to effectively meet his clients’ needs and for building long-term client relationships based on integrity, confidence, and trust.

Prior to joining the firm Randy served as Vice President and manager with Bank One in Houston, where he assisted executive and professional clients with lending, investment, and trust services. Randy earned his BBA in Finance from the University of Texas.

Active in the Christian community, Randy is an active member and Elder of Hope Church and works with the leadership of Kingdom Advisors. He also serves on the Advisory Boards for Every Village and the National Christian Foundation-Houston.

He and his wife, Staci, live in Houston, Texas and have three children and two grandchildren.


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