Broker Check

Meet the Team

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

Ray Dunlap, CFP®, AIF®

Founder & CEO

(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®

President

(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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Jennifer Kross

Director of Marketing/Client Relations

(770) 632-2674

jennifer@raydunlap.com

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,...

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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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Kelly Crockett

Licensed Financial Planner

770-632-2674

770-632-5970

kelly@raydunlap.com

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...

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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.