Support Team

Digital Assistant | Social Media Coordinator

ABOUT RAY

Ray assists the Omni 360 Marketing team to help us to educate our clients and the community at large with valuable content through multiple platforms ranging from Social Media to direct client communication. Ray makes sure that anyone who reaches out to us through these channels is put into the hands of the appropriate team member for assistance.

Ray lives with his wife and young daughter. When he’s not working, he enjoys choreographing and performing dance routines and spending time with his friends and family.

A BRIEF HISTORY

Ray started his career in 2011 as a Customer Service Representative handling a variety of tasks such as tech support, sales and client billing. In 2018, Ray made the transition to being a Remote Assistant where he works with the Omni 360 team on a variety of administrative and marketing tasks.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Ray is engaged, or continues to be engaged, to provide investment advisory services.
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Recent Posts

Planning Ahead: Why Long Term Care Financial Strategy and Insurance Matter for Your Legacy

November is Long‑Term Care Awareness Month—discover how smart planning and long‑term care insurance protect your assets, business, and multigenerational legacy.   November brings more than the approaching holiday season—it marks Long‑Term Care Awareness Month, a moment to ...

<p>The post Planning Ahead: Why Long Term Care Financial Strategy and Insurance Matter for Your Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Year-End Estate Planning: Why Now Is the Smartest Time to Act

Maximize tax savings, secure your legacy, and protect your wealth before the year ends. Learn why estate planning is essential for business owners and high-net-worth families as 2025 approaches. Year-End Estate Planning: Why Now Is the Smartest Time to Act As we ...

<p>The post Year-End Estate Planning: Why Now Is the Smartest Time to Act first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Beyond Wealth: How Omni360 Advisors Helps You Build a Legacy, Not Just a Balance Sheet

Discover how Omni360 Advisors provides tailored financial strategies for business owners, high-net-worth individuals, and multigenerational families to protect, grow, and pass on wealth with purpose. Financial Guidance with Purpose: How Omni360 Advisors Can Help You In today’s complex ...

<p>The post Beyond Wealth: How Omni360 Advisors Helps You Build a Legacy, Not Just a Balance Sheet first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>