Broker Check
Randy Schuster

Website: www.coordinatedplan.com

GM & Financial Service Representative: Kris Dussmann*

Phone: 585.899.1200

Fax: 585.899.1299

Email: [email protected]

Paraplanner - Tom McKay*

Phone: 585.899.1200

Fax: 585.899.1299

Email: [email protected]

Business Coordinator - Suzanne Herko-Tordai

Phone: 585.899.1200

Fax: 585.899.1299

Email: [email protected]

Business Coordinator - Debra Curtis*

Phone: 585.899.1200

Fax: 585.899.1299

Email: [email protected]

For over 2 decades, Randy Schuster has been a highly successful Financial adviser and is a member of the prestigious Million Dollar Round Table (MDRT)**, the Premier Association of Financial Professionals®. He has carved out a unique niche within the industry by focusing on the coordination of planning.

When dealing with closely held businesses, working in conjunction with their qualified tax professional, Randy helps guide his clients through the complex tax code in large to midsize estates, planning for business continuation and succession transfer issues of privately held firms, and wealth accumulation strategies. For corporate clients, the planning elements are crucial to an exit strategy. The focus is to provide an up-to-date, effective plan that encompasses the goals & objectives of the executive & his family.

Professional Achievements

Randy has earned Centra Financial Group's Leader of the Year award multiple times. Randy is a life member of MDRT, during which he has actively volunteered on several committees and spoken at their annual meeting. Randy has been a guest speaker at RIT's Sharpen the Saw leadership event, the Rochester Chapter of NYSSCPA & Monroe County Bar Association, Provident Mutual Top 50 Conference, and at other industry related functions.

As an author Randy has collected over 65 stories of the early struggles and pivotal decisions of local business leaders which he has published into two books, Turning Points and Turning Points 2. He has donated over 10,000 of these books to local schools in collaboration with Junior Achievement and Hillside Work-Scholarship Connection to encourage the next generation of young adults to think big and build the life of their dreams here in the Rochester community.

Growing Up

Randy was exposed to his own family's transition plan at Marjax Enterprises, a firm founded by his grandfather. In its day Marjax was a regional powerhouse sporting goods chain in which Randy worked beginning at 10 years old. Today he uses this experience to help owners of family and closely held businesses to develop and implement sound business plans.

Education, Hobbies and Interests

Mr. Schuster earned a B.S. degree in Finance from Indiana University in 1984 and has studied extensively to hold the Certified Coach Executive designation. He also holds several FINRA licenses. He serves on the boards of the Al Sigl Center and Jewish Home of Rochester. He and his wife Ernestine reside in Rochester, NY with their two sons, Daniel and Matthew. During his free time, Randy loves to read, play competitive tennis and create efforts like his next book project.

*Registered Representative of HTK.  Registered Representatives of and Securities and Investment Advisory services are offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, Centra Financial Group, Coordinated Plan, and other listed entities are independent of HTK. HTK does not provide legal and tax advice.

**The Life Member was created by the Million Dollar Round Table (MDRT), which is a global and an independent association, comprises of life insurance and financial services professionals. After Qualifying and Life membership has been attained, Applicants for Life status will declare that they did not meet the production requirements, but still wish to continue their MDRT membership. Life members must annually submit an application and pay dues. The requirements do not evaluate the quality of services provided and is granted for one year only. All members must apply every year to continue their affiliation with MDRT.  Being a Life Member is not indicative of the applicant’s future performance. For more information, please visit: https://www.mdrt.org/membership/requirements/