Who I Am and What I Do
My name is Randy Dippell. I have been in the financial services business for 27 years, and spent the last 18 years in Wealth Management.
My mission is to serve your family. I am committed to serve as your family’s CFO (Chief Financial Officer) and guide you through both ordinary and unforseen events of life. I develop long term relationships with my clients and their families, and strive to always provide you with the best possible advice.
Prior to founding Nestegg, I was a Vice President in the Private Bank at J.P.Morgan, and worked exclusively with High Net Worth and Ultra High Net Worth clients. I started this business in 2012 and originally called it LakeStar Wealth Management, LLC. I rebranded the company in 2017 to Nestegg Advisory to further clarify the value of the service I am providing, and emphasize that this business is focused on the success and happiness of my clients.
I hold the FINRA Series 66 securities license registration, and previously held the FINRA Series 7 registration. I relinquished the Series 7 designation in 2014 to reaffirm my role as a fiduciary advisor to clients.
In 2017, I earned the Accredited Investment Fiduciary Certification. In 2015, I received Chartered Retirement Plans Specialist Designation from the College for Financial Planning. I obtained a Certificate of Completion from Northwestern University’s Certified Financial Planner Education Program in 2006 – but have not earned the Certified Financial Planner designation yet.
I enjoy travel, media, sports and music, and live in Chicago with my wife and two children.
At Nestegg, my clients are my only priority, and I invest considerable time in all of my relationships to make sure each client gets exactly what they need. I invite you to schedule some time with me to see how I might be able to help you. Please click below to schedule some time to talk.