Senior Financial Consultant, Managing Partner
Ray brings more than 16 years of experience to the firms and is a founding partner. He is a graduate of the University of Louisiana at Lafayette with a Bachelors of Science in Business Management; concentration in Finance & Portfolio Management. He holds his series 24, 7, 63 and 65 with LPL Financial along with Life, Health and Accident license. Ray is also a founding partner of Peak Insurance Agency.