With over twenty years of experience in financial services, Ray is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience - throughout major shifts in the markets - enables him to help our clients structure balanced portfolios to address their specific financial goals.
Ray began his financial services career as a Vice President with the former First National Bank of Highland in Highland, Illinois. In 1997, Ray joined Merrill Lynch, where he worked for four years. He then moved his financial practice to Wells Fargo Advisors Financial Network (formerly Wachovia Securities Financial Network). Backed by a full-service investment firm, Ray has access to an array of resources to help us remain fully invested in our clients' success.
Ray earned a Bachelor's Degree in Accounting from Missouri State University.
Kevin has been in the financial services industry for almost two years now. He began his career in March 2009. Kevin graduated from the University of Missouri at Columbia in 2008 with his Bachelor of Arts degree in Political Science. Kevin holds his Series 7 and 66 securities registrations as well as his life, health and accident insurance licenses. In his free time, Kevin is an avid sports fan, always keeping up with the St. Louis Cardinals, Rams, Blues, and the Mizzou Tigers.
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