Managing Partner, Financial Advisor
Ray has 20+ years in the financial industry. He was born and raised in NE Montana in a small farming community where he learned from an early age that strong work ethic, integrity, and commitment is what it takes to be successful in family, business and life. He attended college in North Dakota where he participated in athletics and was a two time All-American. He obtained a BSA in Business administration with concentration in banking and Finance. He started his career with a fortune 500 company out of college and where he put his strong work ethic to use and proved his value and managed business across the eastern part of the US and Puerto Rico and became a Sr. Vice President of Operations before taking on a role with a regional Credit Union.
Ray lives out the mission of helping people succeed in their financial goals and the freedom that successful planning allows with each of his clients.
Ray and his wife Lindsay moved to Iowa in 2006 and reside in North Liberty with their 3 boys Liam, Luca and Lennox. Ray enjoys spending time coaching his sons Football, Basketball and Baseballs teams, when he has free time he enjoys just about any outdoor activity.
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