Ray|Theil Wealth Management, LLC is a financial services firm founded by Don Ray and Matthew Theil. With over 30 years of experience in the industry, Don and Matt are dedicated to helping clients meet their financial goals. Don Ray specializes in personal financial planning, individual income tax, retirement planning, investment consulting and small business advising. He brings extensive experience from his years at C. H. Dean, Inc. and Ernst & Young. Matt Theil, on the other hand, has spent over 30 years in the financial services industry, focusing on serving clients and helping them meet their financial goals and objectives. As a Senior Vice President at C.H. Dean, Inc., Matt was the primary contact for businesses, high net worth individuals, and directed the investment consulting practice.

The firm offers a wide range of services including income tax planning and compliance, retirement planning, investment consulting, small business advising, as well as individual, endowment, and foundation investment consulting. Ray|Theil Wealth Management, LLC is committed to providing personalized and comprehensive financial services to its clients.