Director of Business Development
Ray’s interest in investments and finance started early as be began “investing” with his uncle’s help at age 13. In addition to being a graduate of Miami University with degrees in Diplomacy & Foreign Affairs, Political Science, History & Economics, he has 25 years of experience in the Financial Service Industry working with Individuals as well as businesses and foundations. Ray has earned the Certified Retirement Counselor Designation and he has the following licenses: Life & Health and Series 6, 63, & 65 securities registrations.
Ray spends his free time working out, gardening, reading, and attending concerts. He lives in Wyoming, OH with his wife Kristen and his 2 daughters Marisa & Lauren.
Favorite Quote: “Every morning in Africa, a gazelle wakes up, it knows it must outrun the fastest lion or it will be killed. Every morning in Africa, a lion wakes up. It knows it must run faster than the slowest gazelle, or it will starve. It doesn’t matter whether you’re the lion or a gazelle-when the sun comes up, you’d better be running.”
Place most like to Visit: New Zealand
Favorite Place to Visit: Costa Rica
Favorite Book: Blink by Malcom Gladwell
Bucket List: Whitewater Raft the Pacuare in Costa Rica again with my wife
Check the background of this investment professional on FINRA’s BrokerCheck.
513-624-1300 / fax 513-624-3124