CFP®, CTFA, ChFC®, CLU®, Series 65 Advisory Registration†
Ray has 25 years of experience in the financial industry and provides personalized, comprehensive financial planning and investment management services. Ray is passionate about educating and advising his clients to help them achieve and maintain their financial goals. He has extensive knowledge in financial and estate planning as well as investment and risk management. Ray served as a Senior Wealth Advisor in Houston, TX advising pre-retirees and retirees of several Fortune 500 companies. He joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition. Ray is married with three children. In his free time, Ray enjoys spending time with his family, mountain biking and staying active.
- BS, Rockford University
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Trust and Financial Advisor
- Chartered Financial Consultant®
- Chartered Life Underwriter®
Ray serves clients at our Madison — John Q Hammons Drive and Rockford, IL offices.
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†Advisory registrations are held with Wealth Enhancement Advisory Services.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Madison — John Q Hammons Drive, Appleton, Rockford & Brookfield office advisors are not affiliated with LPL Financial.