At our firm, we have the client—and only the client—in mind.
Founder & CEO
Ray, originally from Rochester, NY, began his financial services career in St. Petersburg, Florida back in 1984, eventually opening his own firm as an independent advisor in 1999. Being independent is important to him because it allows...
After graduating from Northern Illinois University, Renée began her career in retail banking in 2006 at J.P. Morgan Chase in the Chicago area, eventually leaving to join an independent financial planning firm in Downers Grove,...
Director of Marketing/Client Relations
Jennifer joined Dunlap & Associates in 2013. She handles our events as well as client service issues. She is the one to call when you need money from or have a question about your account. She is also a notary public,...
Ashley, our most recent addition, joined the Dunlap team in August, 2020. She worked for an investment advisory firm in Atlanta for three years prior to coming aboard with us. She now assists Ray and Renee with the preparation and...
Licensed Financial Planner
This is actually the second time around for Kelly! She worked with Ray about twenty years ago, but went through three consecutive turbulent years – 2000 (tech sell-off), 2001 (September 11th) and 2002 (Enron and other...
Client Service Manager
Dunlap & Associates is proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients. Commonwealth manages total account assets of nearly $200.7 billion.(1) Just like us, Commonwealth is independently owned and managed, which means Dunlap & Associates can act in the best interests of its financial advisors and their clients—not shareholders. Our partnership with Commonwealth supports my commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.
J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row.”(2) But it’s what that achievement means for clients—on a daily basis—that makes the difference. Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. It’s that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for SHRP to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
Commonwealth’s commitment to service does not end with its advisors and their clients. For more than four decades, the firm has been dedicated to serving the communities where its employees and affiliated advisors work, live, and visit. Its charitable foundation, Commonwealth Cares, works to provide contributions of time, talent, and financial support to a wide range of philanthropic causes. That kind of dedication to the greater good is just one more reason we’re proud to be affiliated with Commonwealth.
1 As of 12/31/19
2Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, and 2020 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.