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Our President's Report Card
is Worth Bragging About

Today more than ever, it is challenging to find a financial professional that is trustworthy and qualified to meet your needs. As Warren Buffett says, “It takes 20 years to build a reputation and 5 minutes to destroy it. If you think about that you will do things differently.” Our president, Ray Saleeby, believes in this philosophy and is dedicated to upholding his values.

Seasoned Professional

Our President, Ray Saleeby, has over 40+ years’ experience in the financial industry and has valuable knowledge navigating through numerous market cycles.

Driven by Success

He strives to be the best while not worrying about being the biggest. 

He has grown our firm from the ground up and handles approximately $375 million in client assets.

Devoted & Thorough

His success is attributable to his dedication, independent research and analysis, and proprietary investment evaluation methodolgy.

Dedicated Team

He has a dedicated team of licensed professionals ready to serve you and an unwavering commitment to honesty, integrity, and first-class service.


Ray's clients are his number one priority and he is committed to their success.  Our biggest compliment is our stable client base with multi-generations and numerous referrals. But our greatest triumph is seeing our clients fulfill their dreams.

Ray Saleeby

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Cathy Lampe
Investment Advisor Rep

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Kevin Hampton
Investment Associate


Kristen Schauman
Administrative Assistant

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Debbie Graven
Accounting Specialist

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