Ray has been in the finance industry since obtaining his MBA in 1998. He is an Analyst on a Wealth Management Team that provides advice for businesses, non-profits and families. He holds a CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc.
Ray was drawn to the financial services industry to help the individual investor. Following a disciplined wealth management process, his focus is on helping clients achieve their personal and financial goals. He incorporates wealth management strategies that are consistent with their unique objectives and risk/reward tolerance.