Our Team

Misty Doucet, FPQP™ - Client Service Specialist

Misty.L.Doucet@LPL.com - (248) 485-8139

Misty brings over ten years of client service experience in the area of financial services and has completed the Registered Paraplanner course of study encompassing the financial planning process and the disciplines of financial planning. Misty is responsible for administrative support, client relationship services, advisor administration activities and general business operations. Misty is originally from Louisiana, attended college in Texas and later moved to Michigan.

Randy Malloy - Para Planner

 

Randy.Malloy@LPL.com / (248) 485-8135

Randy works in the America Group Financial Planning Department. His role includes analyzing clients' financial situations and collaborating with advisors to assist with financial planning. He prepares retirement, life insurance, education and investment analysis using a variety of software platforms, including WealthVision (eMoney) and Morningstar Workstation. Randy's experience, specifically in financial planning coupled with his FINRA Registrations, allow him to support advisors with Case Design services.

Prior to joining the America Group team, he gained his training and experience from his previous work in financial planning with Hantz Financial Services where he specialized in financial planning. He holds a Series 7 and 66 registrations with LPL Financial. He is licensed in the State of Michigan for Life, Health, VC, Property and Casualty.

Randy is a graduate from Oakland University with a bachelor's degree in finance. When he's not working you can find him spending time with family and friends. He also loves playing or watching Ice Hockey.