Ray began his career in the financial service industry in 1978. Ray earned his Chartered Life Underwriter and Chartered Financial Consultant designations in 1984. Ray is a member of many industry associations. He holds Series 24, 7 and 63 registrations. [ CA insurance License # 0583925]. He is an Investment Advisor Representative with Financial Network. Ray and his wife Kristin reside in Walnut Creek, California. They have a son, Will, and two daughters, Genevieve and Megan Elizabeth. Ray contributes much of his personal time to his church, and maintains a busy schedule of community activities. He is also an avid motorcyclist.
Julia Robison
Julia Robison joined our office in July of 2009. She holds a Series 7 Securities Registration and comes to us after 25 years at Morgan Stanley supporting their Private Wealth Management Division. Julia and her husband reside locally. She enjoys spending her free time with her family and doing volunteer work.
Michelle Dempsey-Fehling joined our office in February of 2005. She brought with her a background in office management and bookkeeping and holds her Series 6 Securities registration. Michelle and her husband reside locally and she enjoys most of her free time raising their sons.
