Team

We’ve all heard the ups and downs of family, finances, a career and just day-to- day living boiled down to the statement that “life happens.” While that may be true, I believe that situations are best handled when you...

As Managing Director, Linda is responsible for the overall operation of the practice, including managing staff resources, vendor relationships, and day-to-day operations. The primary goal of Ray’s practice is to provide an...

Debbie works with both Ray and Linda supporting the day-to-day operational needs of the practice. She is responsible for managing Ray’s continuing education and licensing requirements and assists Linda with IT, Compliance and...

Chantal assists our clients with a variety of financial transactions including expediting withdrawal requests, processing account changes and updating systematic distributions. She is responsible for the execution of trades, as...

Marcia provides a welcoming atmosphere to all who visit and call into our office. She takes great pride in assuring client comfort while they are waiting to meet with Ray or other members of our team. Marcia assists clients with...