General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
As a Relationship Manager, Ray works closely with individuals and families to develop and maintain strong client relationships through the administration of trusts, estates, IRAs and agency accounts. With a service- and relationship-focused approach, Ray is committed to understanding each client’s unique needs and creating a positive experience as they work toward their goals. He is motivated by helping clients achieve meaningful outcomes and building strong, connected communities.
