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

Smart Tax Planning Strategies for a Wealthier Retirement and Legacy

As families transition into retirement or navigate life post-business sale, the tax implications of their decisions become more complex—and more consequential. Smart tax planning is not about loopholes or short-term tricks; it’s about crafting a lifetime strategy to ...

<p>The post Smart Tax Planning Strategies for a Wealthier Retirement and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

New Estate Tax Bill Spurs Important Review—But No Need to Panic

A proposed bill to permanently raise the estate‑tax exemption offers planning clarity—but it’s not law yet. Here’s why any major tax change should prompt a ...

<p>The post New Estate Tax Bill Spurs Important Review—But No Need to Panic first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

How Strategic Financial Guidance Turns Market Volatility into Opportunity

Navigate market uncertainty with confidence. Learn how strategic financial advice can transform volatility into long-term growth opportunities. Market fluctuations often stir anxiety, even among experienced investors. For business owners, multigenerational families, and individuals navigating post-liquidity ...

<p>The post How Strategic Financial Guidance Turns Market Volatility into Opportunity first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>