Let’s Go Places
Hello, I’m Jimmy Ray, an independent financial advisor with over 7 years of professional industry experience working with clients and their finances. In partnership with core planning, a registered investment advisor firm, I’ve embarked on a journey to serve clients comprehensively and holistically, while maintaining independence.
My expertise guides high-net worth individuals/families and business owners towards a more secure retirement future, while safeguarding their family's legacy. My comprehensive solution delivers a common sense approached to retirement and legacy planning, while my investment strategies are built upon a time-tested, evidence-based investment philosophy which aims to provide the highest probability of success for my clients. Rest assured, you ARE in good hands!
So, welcome to the next chapter of your financial journey. I look forward to serving you as your trusted guide. Let’s go places.
Adventure Awaits
Not all heroes wear capes. One hero wears scrubs to work, needs glasses to see with, and has the biggest, most compassionate heart. My wife and partner of over a decade has been my greatest support, my best friend, my unofficial accountability partner, and so much more!
One of the many things we share is a love for the outdoors. Together we are raising two additional outdoor enthusiasts. As a family, we love to visit great national parks and go exploring in the wild adventures. We have a love for animals and we love to learn about them in their natural habitat.
Personally, I’ve always had an unyielding pursuit of new and exciting experiences. From food to travel. I’ve traveled to every state in America, except Alaska, and’ve eaten all over.
My love for travel, adventure and the outdoors began as a child from having moved around so much due to poverty.
