1670 Keller Parkway
Founder and President
Ray focuses his practice on very sophisticated individuals and business people and the unique needs that surround their lives and families.
Kasey is a Certified Financial Planner® and a Chartered Retirement Planning CounselorSM. He is a specialist in designing strategies and plans for the specific needs of retirees, and those still a few years away from retirement. His...
Vice President of Operations
Collin brings over 10 years of experience in the financial services industry.
Bill was born and raised in Gillette, Wyoming. After receiving his Bachelor of Science degree in business from John Brown University in Siloam Springs, Arkansas, Bill served three years as an officer in the Navy.
800-988-4321 ext. 111
David’s interest in investing began at age 13 when his brother turned over a newspaper route to him. David’s interest grew as he studied and applied investment strategies to grow and protect the money he earned and invested.
Since early teen years, Jonathan has been motivated to assist others in experiencing the best that they can be. He saw some families struggle and some become successful and felt he could make a difference in others lives by educating them.