Experience Makes all the difference

Together, we have more than 50 years of experience providing financial planning and investment advice to clients. Our approach to financial planning and wealth management is consultative, objective and committed to excellence. First, we review each client’s current financial situation and goals. Based on these discussions we offer planning and investment solutions to accomplish these goals. Finally, we monitor the goals and provide ongoing recommendations to stay on track.

Randy S. Anderson, CFP®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
208-336-2470
randy.anderson@ubs.com

Randy began in the financial services industry with Merrill Lynch in 1995, and joined UBS in 2012. Previously, he was a practicing attorney and is currently an affiliated member of the Idaho Bar. He also holds the Certified Financial Planner (CFP®) designation. Randy was a real estate agent/broker for eight years prior to obtaining his juris doctorate from the University of Idaho Law School. Randy is past President of the Boise Estate Planning Council, past treasurer of his church, a Rotarian, and resident member of the Arid Club. He is also a past board member of the Treasure Valley YMCA and is currently the President of Ballet Idaho.


Registered States:
AZ, CA, CO, CT, DE, GA, ID, IL, IN, MI, MN, NH, NY, OH, OR, SD, TN, TX, WA, WI, WY


Kevin Verne Bates, CEPA®

Financial Advisor
Certified Exit Planning Advisor (CEPA®)
208-947-2016
kevin.bates@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

 

I have built my career around helping business owners. First, as a CPA working for one of the top global accounting firms. Next, as the controller and president of a $30 million subsidiary of a family-owned company. Then, as the CFO of two different family-owned companies. I feel a special respect for business owners who had an idea and risked everything by throwing all of their chips on the table. I grew up as the son of a small business owner and I know how hard they work and the sacrifices they make. I have also lived the phrase "lonely at the top" when I was the president of a company. Now that I am a little further along in my career, I find great satisfaction in helping business owners plan their exit strategy and leave the legacy they have earned.

Now working as a Certified Exit Planning Advisor (CEPA®) for UBS Financial Services, I help business owners create and execute a transition strategy. At UBS, we have built a great platform to work with business owners before, during, and after a transition event. The knowledge and skills I have gained throughout my career enable me to help owners identify key transition issues and find the right resources to protect the value of the business and the family relationships.  

BA - Business Administration, University of Washington

MBA - George Fox University

CPA - Licensed for over 25 years


Registered States:
CA, CO, ID, IN, OR, SD, TX, WA, WY


Tracy Marie Druzisky

Senior Client Service Associate
208-947-2022
tracy.druzisky@ubs.com

Tracy Druzisky supports The Anderson Group in her capacity as a Sr. Registered Client Service Associate.  Tracy is dedicated to providing exceptional service to clients, helping them with any administrative or operational needs, including account opening and maintenance, account transfers, securities backed lending solutions, and the enrollment of accounts in our Advisory programs.  

Tracy started her career in 1989 with Prudential Securities and has since worked for Morgan Stanley and Wells Fargo Advisors, where she was recognized for her outstanding service. Tracy takes pride in listening to clients and establishing a trustworthy relationship with each and every one of them.  By taking a proactive approach, Tracy acts not only as a problem-solver but also as problem-preventer; making clients’ lives easier.  

Tracy attended the University of Arizona and holds her FINRA Series 7 and 66 licenses, as well as her life insurance and variable annuity licenses. 


Registered States:
AZ, CA, CO, CT, GA, ID, MI, MN, NH, NY, OH, OR, WA, WI, WY