Randy Eveland, CFP, RICP
Wealth Advisor, Investment Committee Member
Randy Eveland is a Certified Financial Planner (CFP) professional as recognized by the Certified Financial Planner Board of Standards and a Retirement Income Certified Professional (RICP). Randy’s background as a CFP professional is a great fit with Covenant’s mission to serve the best interest of our clients. He enjoys working with clients to create clarity, understanding and confidence regarding their financial life.
He is passionate about understanding our clients’ goals and delivering strategies that seek to put our clients in a position for success. Randy is experienced is assisting clients with maximizing their executive compensation programs and concentrated stock positions. He also enjoys working with clients who are contemplating and already going through times of transition such as job changes, retirement, marriage, and divorce. As part of our investment committee, Randy is part of the team that delivers investment strategies to our clients.
Before joining Covenant in June of 2013, Randy began his career in financial services at J.P. Morgan Private Bank working with high net-worth, affluent families and individuals. He is a graduate of the University of Delaware. He maintains his 7 and 63 securities registrations with LPL Financial in addition to life and health insurance licenses.
Randy was born and raised in Wilmington, Delaware. Randy and his wife, Liz, were married in 2008 and have three sons, Jack, Alex and Nolan. They also have a Jack Russell Terrier named Buster. Randy is an avid Philly sports fan and enjoys playing basketball, reading, exercising, and going to the beach in his free time.