Helping create a more organized, responsive, and thoughtful client experience.
Randi Zahm serves as Director of Operations and Client Relationship Manager at Mainsail Wealth Advisors, where she helps oversee operational processes while supporting clients through a highly personalized service experience.
Randi brings more than eight years of experience in financial services, with a background spanning wealth management, banking, underwriting, and client service. Prior to joining Mainsail Wealth Advisors, she worked with SunTrust Mortgage, Chesapeake Bank, and Morgan Stanley Wealth Management.
Her experience across both banking and brokerage environments has helped her develop strong financial analysis skills, operational expertise, and a client-first approach to service and relationship management.
Randi holds the Financial Paraplanner Qualified Professional™ FPQP® designation and earned her Bachelor of Science in Business Administration from Old Dominion University.
Outside of the office, Randi and her husband Mike live in Gloucester with their children Harper Jean and Drake. In addition to spending time with family, she is an active equestrian and entrepreneur who owns her own craft business, When Pigs Fly.
Education & Credentials
- Old Dominion University, BSBA
- Financial Paraplanner Qualified Professional™ (FPQP®)
Previous Experience
- SunTrust Mortgage – Underwriter
- Chesapeake Financial Shares – Junior Underwriter
- Morgan Stanley Wealth Management – Client Service Associate
Community Involvement
- When Pigs Fly – Owner
- BridgePoint Church – Financial Team
- Virginia Paint Horse Club – Treasurer
- French Bulldog Rescue Network
- Pi Beta Phi Fraternity