OUR TEAM

Meet the team behind your financial planning success.

Here’s Our Story.

We look forward to hearing yours.

Yeisley Financial Group was founded out of a need for down-to-earth financial advice that not only can be understood but also is practical and manageable for everyone. We focus on ways to help protect your savings and show you ways to help make it last. Our approach is conservative in nature because we want you to have your money available when you need it the most.

Randy Yeisley, President and Founder of Yeisley Financial Group

Randy Yeisley

President and Founder

Randy intentionally created Yeisley Financial as an independent financial advisory firm so that he was free to recommend financial strategies and products that he was passionate about rather than being told by some big-box, corporate office what products to push onto clients. As a degreed engineer, Randy brings a unique perspective to wealth management and retirement income planning and he utilizes his analytical strengths to evaluate optimized solutions to today’s investment challenges.

Stephan Yeisley, Director of Operations for Yeisley Financial Group

Stephanie Yeisley

Director of Operations

Stephanie is passionate about customer service and seeks to set Yeisley Financial apart from other firms through consistent, proactive communication with clients. She understands that clients just want to know that their issues and problems are being handled in a timely manner. She also oversees all of the day-to-day operations of client account setup and maintenance.

Alex Williams, Executive Assistant for Yeisley Financial Group

Alex Williams

Executive Assistant

Alex is committed to the success of the firm and its clients and has worked in virtually every position in the company other than financial advisor. Whether it is fielding client calls, preparing new account paperwork, facilitating account changes or handling the firm’s bookkeeping and payroll, Alex has a servant heart and is dedicated to helping other people succeed.

Chris Nickel, Client Service Specialist for Yeisley Financial Group

Chris Nickel

Client Service Specialist

Chris works very closely with Randy to analyze portfolios and prepare comprehensive financial plans for clients and prospective clients. He also assists in preparing account paperwork, inputting portfolio trade orders and monitoring client financial transactions. Chris also helps keeping all of the office technology current, secure and operational.

Lizzy Nickel, Client Service Specialist for Yeisley Financial Group

Lizzy Nickel

Client Service Specialist

Lizzy is likely the first person you encounter when calling the office or coming in for an appointment. Not only does she answer the phones, but she also manages the firm’s appointment calendar, prepares new account paperwork, keeps client files organized and generates client summary statements.

Rachelle Paterson, Marketing Manager for Yeisley Financial Group

Rachelle Patterson

Marketing Manager

Rachelle works closely with Randy to generate all of the firm’s advertising and marketing materials. Whether it is the firm’s newsletters, billboards, magazine ads or Randy’s presentation slides, Rachelle converts Randy’s technical ideas into easily understandable graphics.

Have a Question for Randy Yeisley?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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