Randy M. Thompson, MBA
“My passion is to help people create and defend their wealth. I enjoy working in partnership with my clients to bring creative financial design ideas to the table in the areas of investment, estate, retirement and business owner planning while using tax reduction strategies necessary for wealth management. I am a student of the financial markets and use my experience plus state of the art evaluation tools to help solve my client’s financial problems and help them toward a brighter financial future."
Randy specializes in service to professionals, foundations, retirees and owners of privately owned businesses in the areas of investment, retirement and estate planning, wealth creation and wealth preservation. His work includes identifying and resolving complex financial planning problems which help his clients toward achieving their financial objectives. He oversees client assets in excess of $120 million.
Prior to joining founding Copper Mountain Capital, Randy has spent over 15 years serving clients at Lincoln Financial Advisors and has managed investment portfolios as large as $1.5 billion.
Randy holds a Masters degree in Business Administration from the Wharton School of Business at the University of Pennsylvania and graduated Magna Cum Laude with a Bachelors degree in economics from the University of Colorado. His senior thesis was published in the American Economic Review. Since 2009, he has done extensive economic development work in Haiti, starting a micro finance program, a coffee co-op and a hens business. He is active in John Wesley United Methodist Church, Northwest Assistance Ministries, and Rotary International. Randy also serves as a trustee for the Retina Research Foundation, and is past President of the Board of Pure Water for the World, an organization dedicated to bringing clean water to the world’s needy. In 2015, Randy was a finalist for the Global Community Impact award from the Invest in Others Charitable Foundation.
He and his wife Amy reside in Spring, Texas. They have two adult children.