Broker Check

Team

 

Doug Ray, MBA, ChFC, RICP®, RFC

President

Doug has been a financial advisor for 27 years and specializes in working with those approaching or in retirement. He holds designations as a Chartered Financial Consultant ChFC®, Retirement Income Certified Professional RICP ®...
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Joy Bolynn

Administrative Assistant

Joy is a native of Davie County, NC and currently resides in Winston-Salem with her husband Talon since 2006. Joy attended Appalachian State University and graduated with a Bachelor’s of Science in Communications with a...
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Brian Baily

Annuity Division

Brian Bailey graduated from The University of North Carolina at Charlotte Belk Collage of Business with a BSBA in Finance and a concentration in commercial banking. Michael Jordan once said, “You have to expect things of yourself...
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Bonnie Williams, LUTCF, CLTC, LTCP

Bonnie and Doug have created a strategic alliance which allows them to assist each other’s clients in their areas of expertise thus providing a comprehensive array of financial and insurance services. Bonnie is the President of...
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TJ Whalen

Life Insurance Division

TJ, originally from Dayton, OH, graduated from the University of Dayton in 1995 with a Bachelor of Science in Accounting. He served 6 years in the U.S. Army in Germany, Bosnia, Georgia, Oklahoma, and North and South Carolina. He moved...
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Sherrie Ray

Marketing Co-ordinator

Sherrie's original career was as a Physical Therapist for 20 years. After her son's graduated and got out on their own she decided to try something different. She worked for a custom home builder in Charlotte for 5 years and gained...
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