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Building and maintaining your business takes time. So much time, in fact, that you may not have time to address pressing financial issues. Yet, you still need someone to care for your wealth: not indifferently, but professionally, with an understanding of your business and priorities.

Ray Scannell is like many of his clients: self-made, industrious, with life and business built on integrity and the Golden Rule. In 2023, Ray will celebrate 35 years in the financial services industry. Ray graduated Suma Cum Laude from Franklin University in Columbus Ohio with a Bachelor of Science degree in business with a focus on financial planning. He holds the designations of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). At the age of 50, Ray received a Masters of Business Administration (MBA) through University of Southern California, Marshall School of Business. Ray's most recent achievement was accomplished in 2022 when he completed law school through Syracuse University College of Law gaining him the designation of Juris Doctor (JD).

Ray's knowledge and expertise in financial planning for small and medium-sized businesses run the gamut- from personal investment, retirement and estate planning to life, pension plans and more. By emphasizing preservation, tax-efficient and sensible investments, Ray strives to become a valued confidant to owner-operators and their families.