Meet the Team

Upon graduating a semester early from the University of Florida in 2015, Randall earned a B.B.A. degree in Finance and a Graduate Certificate in Personal and Family Financial Planning from his alma mater. This enabled him to study for the CERTIFIED FINANCIAL PLANNER^™ (CFP^®) exam, which he passed in November 2016. This designation is the recognized standard of excellence for personal financial planning and certifies that Randall has mastered the elements of the financial planning process.

Randall and his wife, Katherine, enjoy spending time with their daughters Avery & Emma. Avery was born in December 2022 and Emma was born in June 2025. Both girls have provided special memories for the entire family. Randall enjoys hunting and spending time with friends on a ranch in South Texas. In addition, he has a passion for fly fishing on rivers near Telluride, Colorado. He enjoys collecting valuable wines because he enjoys sharing the story behind each bottle at dinners with friends. 

With more than 30 years of experience, and two decades in the Financial Services industry, Marc has spent his career as an award-winning, results-focused, marketing leader delivering superior customer service.

Most recently, he has spent a decade as CMO leading a high-performing marketing organization for an independent broker-dealer and investment adviser firm located in Bedminster, NJ. During Marc’s tenure the firm was awarded The Broker-Dealer of the Year Award three times in 2015, 2016, and 2019. Marc managed a team supporting nearly 300 financial advisors where he oversaw the firms marketing and practice management, wealth management product support and due diligence, advisor relations, corporate communications and branding, strategic partnerships, events, public relations, M&A, succession and continuity planning.

Prior to that, he spent nearly 9 years as the Director of Marketing and Communications for MetLife Securities supporting more than 4,000 financial advisors. During his time at MetLife, Marc was instrumental in the growth of the broker-dealer and launched several key wealth management tools and technologies that streamlined the way advisors managed their business, all focused on delivering superior client service.

Marc’s client-centric approach is focused on deepening and broadening the relationships with the advisor and their clients, consistently delivering exceptional customer service and client solutions.

Marc and his wife, Rebecca, enjoy traveling, and visiting their two children, Rachael and Andrew, who both live and work in Naples, FL. They also love spending time with family in Cape May, NJ and hiking with their golden retriever, Eli. In addition, Marc enjoys fishing and golfing.

Marc is a graduate of Rochester Institute of Technology and holds both a Series 66 and Series 7 license.

As a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor, Jeffrey is passionate about helping individuals and families build confidence in their financial future. He believes that financial planning is about more than investments and numbers—it's about understanding what matters most to each client and creating a personalized roadmap to help them achieve their goals.

A native Texan, Jeffrey was raised in Katy, Texas, and earned a degree in Financial Planning from Angelo State University in 2014. He began his career shortly thereafter in the financial services industry working for a leading life insurance company and broker-dealer, Northwestern Mutual. In May 2026, he achieved the CERTIFIED FINANCIAL PLANNER™ certification, further strengthening his commitment to delivering comprehensive, fiduciary-focused financial guidance.

Jeffrey enjoys helping clients navigate life's important financial decisions, whether they are planning for retirement, building wealth, protecting their families, or creating a lasting legacy. He values the relationships he develops with clients and considers those connections to be the most rewarding part of his profession.

Beyond his professional work, Family and community are central to Jeffrey’s life. He and his wife Caitlin, his high school sweetheart, have been married for over 12 years and are raising two children—Ella and James in Katy, Texas. His wife serves as a kindergarten teacher, and together they are actively involved in their local church. Jeffrey is a former Bible study director and teacher, and currently a deacon at Houston’s Second Baptist South Campus, and faith has been a significant influence on his life and values.

Jeffrey has demonstrated a deep commitment to serving others. He and his family had the privilege of serving as a foster family for two young boys for two years while living in Beaumont, Texas. He also made the extraordinary decision to become a living kidney donor, donating a kidney to a cousin in need. These experiences reflect the compassion, generosity, and dedication that he brings to both his personal life and his relationships with clients.

Jeffrey enjoys movies with his family, watching football, coaching kids sports, and spending time with his dog Belle. He also loves Mexican food and says he could eat it every day and die a happy man.

As part of the Faulk Financial team, Jeffrey is proud to help clients pursue financial confidence through thoughtful planning, trusted advice, and lasting relationships.