Meet the Team

The Rand Group is a team of investment and client service professionals dedicated to delivering a wealth management experience defined by excellence, meticulous attention to detail, and personalized care.
We proudly serve individuals and families, small business owners, female investors, and corporate executives – helping them secure their future, without sacrificing their present.

Jared Walker
Wealth Services Manager
Joel Rand, CIMA<sup>®</sup>
Managing Director, Partner
John Biegel
Wealth Services Associate
Jose Soria, CFP<sup>®</sup>
Associate Wealth Planner
Paul Rand
Managing Director, Partner
Rachael Barnard
Client Services Manager
Sarah Minakary, CFP<sup>®</sup>
Managing Director, Partner
Taylor Eggleston
Client Service and Marketing Associate

Learn More About The Rand Group

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23 Corporate Plaza Drive, Suite 130
Newport Beach, CA 92660
Office: (949) 566-8326

1300 N. Holopono St., Suite 216
Kihei, HI 96753
Office: (808) 495-8000

Toll Free: (888) 546-4640
Fax: (800) 371-9547

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org

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