Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Ray Dunlap, CFP®, AIF®

Founder & President

(770) 632-2674

ray@raydunlap.com

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...

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Renée Borchardt, CFP®

Associate Advisor

(770) 632-2674

renee@raydunlap.com

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,...

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Allison Rubin

Marketing Director

(770) 632-2674

allison@raydunlap.com

Allison is our Director of Marketing and manages our website, our client newsletter and our social media pages. She also plans all of our client events – both educational and entertaining - which are an important part of who we...

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Jennifer Kross

Client Service Manager

(770) 632-2674

jennifer@raydunlap.com

Jennifer joined Dunlap & Associates in 2013 and is the friendly face you see when you first enter our office! She handles our client service issues and is the one to call when you need money from or have a question about your account....

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Ashley Mulherin

Planning Associate

(770) 632-2674

ashley@raydunlap.com

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...

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Client Centered

Client Centered

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.

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