A certified public accountant, Ray is a member of the Financial Services & Capital Markets industry team, with an emphasis on clients who require effective and guided advice on private wealth matters.
He counsels clients on sophisticated income and estate planning techniques, family business and succession planning, and creative methods for the formation, acquisition, management and disposition of businesses. He also advises on estate and trust administration.
Ray’s industry experience includes:
Ray has been nationally recognized for his trusts, estates and tax legal representations since 2007.