As founder of the firm, Ray is responsible for the success of the clients he represents. A veteran of the financial services industry, he dedicates his expertise to helping clients create strategies that protect, grow, and transfer their assets to the next generation. With over 30 years of experience, Ray has worked for a spectrum of leading institutions, including New York Life, Jefferson Pilot, Lincoln Financial, One America, LPL Financial and First Allied Securities.
At Healthcare Resource Services, LLC, he unites his understanding of the medical world with deep knowledge of financial planning. Since founding the firm, he has helped countless clients and healthcare providers reach their most valued goals. A designated Life Underwriter Training Council Fellow (LUTCF) and Registered Financial Consultant (RFC), Ray holds his variable insurance and FINRA Series 6, 63 & 65 securities licenses. Outside of the office, he looks forward to boating, skiing, cycling and spending time with his family and friends.