Our Team

Born and raised in Minnesota, Randy sought a warmer climate, but always geographically challenged, he migrated only as far south as South Bend. Randy graduated from the University of Notre Dame in 1983 with a BBA in Finance. Early in his senior year at Notre Dame he remarked to his friends, “South Bend has been nice but will never be home.” The moral to that story is love wins! Randy and his wife Tami, a St. Mary’s College graduate and South Bend native, remained in South Bend where their 7 children were born, and they live across the street from Tami’s sister. Warmer climates will be on hold for quite some time. 

After working four years in the financial services division of  Travelers, Randy joined Healy Financial in 1987 and became an owner in 1988. He obtained a CLU designation in 1986, and a ChFC designation in 1987. Randy is past President of Healy Group and local chapter president of Christians in Commerce, an organization committed to integrating faith and work. 

Randy’s only claim to fame is his lovely wife Tami, truly the better half of their marriage. They have 6 daughters and 1 son, so the women rule the home. “We have great children doing great things with their lives and the lion’s share of the credit goes to Tami who has poured her life into them over the 28+ years we have been married,” Randy explains. 

Randy views his work as helping clients discover their hopes and dreams, desires, and values and in turn, showing them how they can accomplish their aspirations with their money. Randy’s greatest joy in life is helping people, whether it be with their finances or in other parts of their life. Positively impacting people’s lives, in big or small ways, is Randy’s guiding light. One of the most rewarding aspects of Randy’s work are the times when a client shares with him something they recently did and then adds the comment, “we could never have done this without you.” In Randy’s world, it doesn’t get any better than this!  

Randy describes himself as a pretty ordinary guy with an addiction to Fantasy Football, though the results of his team do not correspond with the amount of time he invests in it. Fortunately for his family, it only lasts four months out of the year. 

Randy and Tami both have a special place in their hearts for the poor. Inspired by Greg Boyle, a Jesuit priest who has worked for 30+ years with the poor in the heart of Los Angeles, one of Randy’s favorite quotes is “We are sent to the poor NOT to make a difference but so that the poor will make us different.” We are all touched and affected by something important to us. In whatever ways each of us are uniquely called, sound financial strategies help us answer those calls. 

Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Healy Financial is independently owned and operated.

Joe, a lifetime Michigan resident, graduated from Trinity School at Greenlawn and the Carlson School of Management at the University of Minnesota with a BSB in finance, risk management, and insurance. 

After working for a few years for Securian Financial in Minnesota as a financial advisor, he left the frozen north to join Healy Group in 2015. Joe earned his CFP^® certification in 2017. 

He appreciates working with young professionals and families, especially those in the medical community. His areas of expertise include: holistic fee-based financial planning and coaching; asset protection strategies in the areas of specialty-specific disability insurance and life insurance; debt management; tax deferred strategies for funding education and retirement; and, wealth management. 

Joe enjoys soccer, golf, waterskiing, and being outdoors. In addition, he has the unique ability to hum and whistle at the same time, but still cries when he cuts onions.

He is a member of Christians in Commerce and enjoys giving back to his community.

Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Healy Financial is independently owned and operated.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

A lifelong resident of South Bend, Christin graduated from Trinity School at Greenlawn and St. Mary’s College. Prior to joining Healy Financial in 2003, Christin worked in development at Hope Rescue Mission. Through that experience, she encountered many people doing great good for others using their skills, connections and financial resources. Moved by this, she decided to embark on a career in finance as a way of helping people care for their resources well so that they have the freedom to use their resources to care for and serve others.

At Healy Financial, her greatest joy is working face-to-face with clients. She appreciates being able to help them reflect on the larger picture of their finances and how it connects to their life goals. She enjoys teaching financial strategies so her clients can make well-informed choices that help them attain what they want from their financial life. 

Christin delights in children, having 30 nieces and nephews, and has fun volunteering with Junior Achievement.  In her leisure, she enjoys being on the water, sailing, canoeing, or kayaking. Her favorite past-times are playing the piano and she dabbles in photography. 

Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Healy Financial is independently owned and operated.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Linda graduated from Ball State University with her BS in business education. After teaching high school business and computer classes, Linda worked at Borg Warner Automotive in Muncie, Indiana. After moving to South Bend, she worked part-time at St. Jude Catholic School in the classroom and the office. In 2015, she began working at Healy Financial. 

She and her husband have one daughter. In her leisure, Linda enjoys reading, hiking, traveling, and spending time with family. 

Allie, a graduate of IU South Bend with a B.A. in English and a minor in Spanish, joined Healy Financial in 2019. Prior to joining Healy Financial, she worked as a legal secretary at Hahn I Walz, P.C.

She has a precocious three-year-old daughter, Harper; one younger sister who is about to graduate from St. Mary’s College with a nursing degree; and a one-year-old golden retriever, Ryder, who believes he is a lap dog.

In her spare time Allie enjoys attending and watching Notre Dame men’s basketball and football games. When she’s not cheering on the Irish, she likes to read.

As a former Starbucks’ employee during her high school years, Allie has the uncanny ability to guess people’s favorite Starbucks’ drinks.

Marissa Roe joined Healy Financial in 2021 as an administrative associate. Prior to joining Healy Financial, she worked as a financial assistant at United Investment Planning.  

She and her husband have three busy boys. They also have a brood of chickens and a dog. Her sons enjoy feeding the chickens scraps from the garden.

When she’s not busy with her family, Marissa loves getting lost in a good book, baking cupcakes and hanging out in her vegetable garden.

If you need your sleeves rolled up, ask Marissa. She’s a pro according to her husband. Marissa’s father also admires her ability to speak fluent “sarcasm.”