Our Firm


Randy Tedlund

Randy D. Tedlund, CFP has lived in Montana for over 41 years. He lives in the Billings area with his wife Lynette,where they have raised four sons. Mr. Tedlund grew up in Park City, Montana, and was  involved in sports in high school and earned the honor of valedictorian along with his wife Lynette. He then attended Carroll College on a football scholarship and later transferred to Rocky Mountain College, where he continued playing football and graduated in 1981 with a degree in Business. Mr. Tedlund joined the financial services industry in 1982. He served as a District Manager for Mutual of Omaha and later for Principal Financial Group. In October of 1994, Randy earned the designation of Certified Financial Planner (CFP) from the College for Financial Planning.

In October of 1997, Mr. Tedlund began his own independent financial planning firm in Billings, Montana. In April of 2006, his eldest son, Jacob, joined the firm.  Mr. Tedlund has taught numerous educational classes for the public at colleges throughout Montana and Wyoming. He continues to offer workshops on various financial topics to the public. He has been active in the community, working with young people and coaching football, baseball and basketball for over twenty years.

Jacob Tedlund