Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Raymond is an Associate in the Louisville office, where he focuses on the participant experience, which includes providing 1-on-1 consultations, plan enrollment assistance, and group education. Additionally, he provides service support to the firm’s plan sponsors, service partners, and lead advisors.
Prior to joining Cerity Partners, Raymond was a Retirement Plan Advisor at ARGI Financial Group, where he started in 2021. Before ARGI, he successfully gained more than 25 years of corporate experience in the banking, insurance, financial services, merchant services, sales, and leadership industries. Previously, Raymond was an independent business owner for a life insurance brokerage firm that focused on education, empowerment, and financial literacy to ensure families and individuals were properly protected for the future.
He enjoys spending time with his family, traveling the world, cruising, and watching professional sports.
Partner & Market Leader
Partner & Practice Leader
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.