Advisor Profile

As Chief Wealth Officer at Choreo, Ray leads the firm’s wealth organization, including advisor development, client and advisor experience, planning capabilities and practice management. He will remain closely connected by continuing to serve clients and support advisors every day. He is focused on strengthening how the firm supports its advisors and continuing to evolve a consistent, high-quality experience for clients across the platform.

Ray brings nearly two decades of extensive experience across wealth management, financial planning and advisor development, with a strong background in working closely with advisors and CPA partners. He specializes in complex planning needs, including estate planning, wealth transfer strategies, pre-transaction and pre-transition planning, investment management, and executive compensation. His approach emphasizes coordination across advisory teams, ensuring alignment among clients and their trusted professionals.

Prior to stepping into the Chief Wealth Officer role, Ray served as Senior Director, Wealth Management at Choreo, where he advised clients on comprehensive financial planning and investment strategies. Before joining Choreo, he spent several years at RSM US Wealth Management, where he advanced to Director. Earlier in his career, he held advisory and banking roles with Argosy Wealth Management, Edward Jones and Union Bank.

Ray is a Certified Financial Planner^® (CFP^®), Certified Private Wealth Advisor^® (CPWA^®) and Accredited Estate Planner^® (AEP^®). He completed the CPWA® Program at Yale University, along with additional coursework in financial planning and estate planning through UCLA and the American College of Financial Services.

Outside of work, Ray and his family enjoy an active lifestyle and spending time outdoors.