OUR Team

Randy Gillespie has been in the Financial Services and Wealth Management Industry since 1987 specializing in Money Management, Financial and Retirement planning. Randy is a Registered Representative with LPL Financial and Investment Advisor Representative with Private Advisor Group holding the Series 6, 7, 63, 65 registrations and Group 1 insurance licenses and a member of the Financial Planning Association. Randy is a graduate of the University of Arkansas with a Bachelor of Arts degree and completed the CFP Professional Education Program in 1996 in Financial Planning. He enjoys traveling, photography, the Astros and Rockets and any Arkansas Razorback team.

Email: rgillespie@rg-a.com

 

Wealth Manager Assistant, Ana Salas is originally from Lincoln, Nebraska and was raised in Lima, Peru. She graduated from Universidad de Lima in Peru with a bachelor's degree in Business in 1997. She returned to the States in 1999 and in 2000, she took a starting position at a Financial Planning firm where she developed her skills and knowledge of the Financial Services Industry. Ana is a CERTIFIED FINANCIAL PLANNER® practitioner and holds Series 6,7,63 and 66 registrations through LPL Financial  and is also Life and Health Insurance Licensed in Texas. She is a member of the Financial Planning Association and the Young Professionals Toastmasters Group. Ana enjoys traveling, going to the beach and watching movies.

Email: asalas@rg-a.com

Office manager Jane Lambert attended the University of Arkansas and has over 30 years of administrative assistant and office management experience. Working for Randy Gillespie & Associates since 2002, she is usually the first point of contact for our clients. Jane's ability to organize and facilitate complex investment documents enables us to provide efficient and effective service to our clients. She enjoys reading, traveling and watching baseball.

Email: jlambert@rg-a.com

 
 
 
 
 
 
 
Monica Trevino is the newest member of our team. She has been with us since January 2018 and is assisting the advisors with portfolio research. She also is providing administrative support for the team and our clients. She is a native Houstonian and in 2013, she obtained a Bachelor's degree in General Business from UTSA. She recently worked in the Oil & Gas Industry but decided to change her career path and transition to the financial industry. She enjoys traveling, spending time with family and friends, and cheering on the Astros & Rockets.