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Randy Dippell

Advisor at Milestone Money

Randy Dippell has been in the financial services business for 30 years, and spent the last 21 years in Wealth Management.

Prior to founding Milestone Money, Randy was the Owner and Managing Member of Nestegg Advisory, an independent wealth management firm that he started in 2012. Prior to that, Randy was a Vice President in the Private Bank at J.P.Morgan, and worked exclusively with High Net Worth and Ultra High Net Worth clients.

Randy holds the FINRA Series 66 securities license registration, and previously held the FINRA Series 7 registration. Randy relinquished the Series 7 designation in 2014 to reaffirm his role as a fiduciary advisor to clients.

In 2020, Randy earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning designation, which has helped him focus on the needs of pre-retirees and clients who have already retired. Randy earned the Accredited Investment Fiduciary Certification in 2017, and in 2015, he received Chartered Retirement Plans Specialist designation from the College for Financial Planning. Randy also obtained a Certificate of Completion from Northwestern University’s Certified Financial Planner Education Program in 2006.

Away from work, Randy enjoys travel, media, sports and music, and lives in Chicago with his wife and two children.