Ronald "Randy" McCully - Chief Operating Officer

Randy is responsible for the firm's day-to-day operations and focuses on supporting the advisory, financial planning and insurance lines of business. His primary focus is on developing affiliations with other advisory firms and sales executives in Texas. In addition, he covers human resources, computer and telecommunication systems as well as compliance and regulatory issues.

Randy began his career with Deloitte Touche and transitioned into the financial services industry with Bank One as controller. He also held positions in New England banks with Fleet Bank [previously Shawmut] and State Street Corporation as group financial officer focusing on community banking, mortgage banking, investment banking, investment portfolios and mergers and acquisitions. In 1998 he joined Charles River Financial Group in Boston as a registered representative focusing on qualified employee benefit plans and insurance plans for executives. In early 1999, he accepted the position as COO with Stavis, Margolis Advisory Services.