Randy aims to be a leader in the industry. For more than 30 years, he has helped solve financial issues so that his clients and their families can experience a sense of security. As the Founder of Valtierra Investment Group, he specializes in estate planning strategies, business services and retirement options. Randy has been recognized as a Premier Advisor from 2011-2021 a distinction held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.

He attended the University of Texas at San Antonio and University of London, where he earned a bachelor’s degree in finance and real estate. He is passionate about his faith, his wife and his four children. Randy loves mission trips, travel, food, tennis and serving others.

Principal/Supervisory Exam

• Series 10-General Securities Sales Supervisor -General Module Examination. November 7, 2002
• Series 9-General Securities Sales Supervisor -Options Module Examination. August 23, 2002
• Series 26-Investment Company Products/Variable Contracts Principal Examination. May 7, 1998

General Industry/Products Exam

• Series 7-General Securities Representative Examination. February 16, 1998

State Securities Law Exam

• Series 65-Uniform Investment Adviser Law Examination. October 3, 2000
• Series 63-Uniform Securities Agent State Law Examination. March 6, 1998

SRO Registrations

• FINRA
• NYSE MKT LLC
• Nasdaq PHLX LLC
• Nasdaq Stock Market
• New York Stock Exchange

Fun Facts: 

Lessons Learned: Pay it forward by moving from success to significance
Bucket List: Mission trip to the Amazon
Proudest Moment: Married for 28 years to his favorite person
Fun Fact: Flew solo from Honolulu to all the other Hawaiian Islands, except Kauai

With over seventeen years’ experience in financial services, Cam has training and experience in operations, compliance, self-directed, and advisory businesses; holding roles from trading to sales management. Cam loves watching sports and taking multiple trips to the beach each year.

Principal/Supervisory Exam

• Series 9-General Securities Sales Supervisor – Options
• Series 10-General Securities Sales Supervision
• Series 24-General Securities Principal

General Industry/Products Exam

• Series 4–Registered Options Principal Examination. Jan 11, 2006
• Series 7-General Securities Representative Examination. Feb 5, 2003

State Securities Law Exam

• Series 66-Uniform Combined State Law Examination. July 16, 2010
• Series 63-Uniform Securities Agent State Law Examination. Feb 12, 2003

SRO Registrations

• FINRA
• NYSE MKT LLC
• Nasdaq PHLX LLC
• Nasdaq Stock Market
• New York Stock Exchange

Fun Facts: 

First Job: Detasseling in the cornfields of Iowa
Most Inspiring Person: Her father, who grew up on the family farm in Iowa and retired early on the beach
Proudest Moment: Watching Harley play college football and Hayden singing the National Anthem
Fun Fact: She loves college basketball and hasn’t worked the first two days of March Madness in ten years!

It has always been a dream for Elijah to get into investment planning and join his family’s business. Growing up, his father would teach him about the financial industry, which got Elijah excited to make his dreams become reality after college.

Aims to be known for his integrity and work ethic, Elijah graduated from the University of Oklahoma with a degree in Finance and another in Energy Management. Helping others is what gets him out of bed in the morning. Elijah goes above and beyond for everyone he meets and to help ensure their needs are met. He loves working to give confidence to his clients each and every day.

Outside of the office, Elijah enjoys watching the San Antonio Spurs, Oklahoma Sooners and the Dallas Cowboys. Being the go getter and energetic person he is, you can usually find Elijah outside doing something active such as surfing, golfing, snowboarding, or traveling somewhere new.

He is also passionate about his family and his faith. Elijah got married in April 2022 to his beautiful wife, Mariana. They have two dogs, Brody and Kona, which they adore!

General Industry/Products Exam

• Series SIE-Securities Essential Examination. March 19, 2021
• Series 7-General Securities Representative Examination. June 6, 2021

State Securities Law Exam

• Series 66–Uniform Combined State Law Examination. July 2, 2021

Fun Facts:

Favorite Food: Sushi!
First Job: Lifeguard
Hobbies: Loves surfing, snowboarding and playing basketball
Bucket List: Snowboard and surf all in the same day

Jill excels at client and prospect relations. She assists with our marketing efforts by planning our annual education events and leading our ministry and charity efforts. Jill loves to serve others and has an incredible heart. She is married with five kids: two grown, two in college and one in high school.

Fun Facts: 

Favorite Food: Her mom’s spam and potatoes
First Job: Baskin Robbins
Hobbies: Loves to play tennis, snow ski and travel
Bucket List: Trip to Ireland