He has close to 20 year's experience in the financial industry, initially as the CIO and analyst of a hedge fund based out of St. Croix in the US Virgin Islands followed by over twelve years working with individuals and small business owners as a financial planner and investment specialist. Raymond was drawn to join the firm because of the quality and independence of advice for clients.
He recognizes the importance of helping clients balance risk while limiting the kind of volatility that can sometimes make investing an anxious experience. Raymond has designed multiple investment solution tools to help clients comprehend their financial future. Raymond attended the University of Tennessee on a full swimming scholarship while earning an undergraduate and a Masters degree in Accounting.
He recognizes the importance of helping clients balance risk while limiting the kind of volatility that can sometimes make investing an anxious experience. Raymond has designed multiple investment solution tools to help clients comprehend their financial future. Raymond attended the University of Tennessee on a full swimming scholarship while earning an undergraduate and a Masters degree in Accounting.
Services
We offer a broad range of portfolio management and financial planning solutions customized for your specific needs, goals and life stage. We apply a clear, well-defined and objective process. Below is a cross-section of wealth management issues that our clients commonly encounter. How soon can we afford to downsize our careers or elect to fully retire and reasonably be expected to maintain our standard of living throughout our retirement years?.
First allow me to provide a quick recap. After several years of working as an advisor on the Pension Builders team, I had the unique opportunity to acquire the Pension Builders businesses outright in November of 2016 and since then I have been focused on the process of integrating that community of clients with my own successful financial planning practice.
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