Broker Check

Team

At Wealth Design Group, we have an extensive team of professionals with diverse backgrounds and specialties. By working with our team, clients receive the benefit of multiple opinions, insight, and outlook.

Meet our team:

 

Rick Ray, MSFS

President and CEO

281.220.2700

rick_ray@wealthdesigngroup.net

Richard (Rick) L. Ray’s is the CEO and President of Wealth Design Group. WDG is one of the fastest growing firms in the Texas. In 2013, Rick’s firm qualified for GAMA International IMA Diamond Award. Rick has been in the financial...
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Tara Ray

CFO

281.220.2700

tara_ray@gwealthdesigngroup.net

Professional Experience Tara currently serves as CFO and Agency Control Officer of Wealth Design Group, LLC and has over 20 years experience in the industry. She is also a Registered Representative of Park Avenue Securities. Tara has...
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Ernest Hammersley, LUTCF

Executive Vice President

281.220.2700

ernest_hammerlsey@glic.com

Professional Experience Ernest joined Wealth Design Group in 2005 and currently serves as Vice-President. He is also a Registered Representative and Financial Advisor of Park Avenue Securities. Ernest has his Group 1 Insurance license...
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Scott Doyle

Executive Vice President

281.220.2700

scott_doyle@wealthdesigngroup.net

Professional Experience Scott has 16 years experience tailoring financial plans for professionals. He began his career with Terrell & Associates and then joined the Guardian in 1998. Throughout his career Scott has been recognized as a...
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Larry Mott

Principal Director

281.220.2700

larry_mott@wealthdesigngroup.net

Larry Mott is the Senior Vice President of Wealth Design Group, LLC. Our firm specialize in assisting Professionals, Executives and Business Owners design, implement and manage their protection and investment portfolios. Larry has been...
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Kitty Tatar, LUTCF

Disability & LTC Specialist

281.220.2700

kitty_tatar@wealthdesigngroup.net

Professional Experience Kitty launched her career in the insurance industry in 1982. In 1986, she concentrated her efforts as a specialist in the Disability Insurance marketplace, ultimately representing four of the top ranked...
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Katherine Bartlett

VP of Talent Acquisition and Marketing

281.220.2700

katherine_bartlett@wealthdesigngroup.net

Professional Experience Katherine Bartlett joined Wealth Design Group in 2013 and has worked with business owners, attorneys, commercial real estate brokers and young families to help them achieve wealth, happiness, and financial...
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Mark Connely, CFP®

281.220.2700

mark_connely@wealthdesigngroup.net

Professional ExperienceMark Connely of Wealth Design Group has been working with physicians, business executives, retirees, attorneys, and professional athletes since 1996 to help them achieve wealth, happiness, and success. His firm...
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Bill Faulk

281.220.2700

bill_faulk@wealthdesigngroup.net

Bill’s practice is fueled by his mission to initiate and invest in relationships with people. For over 14 years he has worked with families and individuals to help move them forward toward their preferred future. We all have dreams for...
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Justin Makris

281.220.2700

justin_makris@wealthdesigngroup.net

Justin Makris of Wealth Design Group has been working with business owners, attorneys, physicians and executives to help strategically balance their current lifestyle and financial needs with long term security and success. Justin and...

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Bob McAuliffe

281.220.2700

bob_mcauliffe@wealthdesigngroup.net

Professional Experience Bob is a Financial Specialist for Wealth Design Group, LLC. Prior to joining Wealth Design Group, Bob was a senior business leader in the financial, energy and technology sectors, and uses his business,...
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Clark McCleary, CLU, CHFC, AEP (Distinguished)

281.220.2700

clark_mccleary@wealthdesigngroup.net

Professional Experience Clark has forty (40) years experience helping his clients buy life insurance. Education BA in Education from the University of Northern Iowa MS in Financial Services from the American College Memberships &...
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Daniel McCleary, CLU, CHFC

281.220.2700

daniel_mccleary@glic.com

Professional Experience Dan is a special agent for The Guardian Life Insurance Company of America and a registered representative for Park Avenue Securities. He holds a Group 1 in Texas. He also has his series 7. Dan gathers and...
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Matt McCleary

281.220.2700

matt_mccleary@wealthdesigngroup.net

Professional ExperienceMatt is licensed for life and health insurance in Texas. He is a Registered Representative and Financial Advisor with Park Avenue Securities LLC. EducationTexas A&M, M.S. in Finance 2011Memberships &...

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Rob Medina

281.220.2700

rob_medina@wealthdesigngroup.net

Rob Medina of Wealth Design Group has partnered with engineers, attorneys, business owners, and retirees in the Houston area to help them accumulate wealth and reach financial balance. Clients of Rob and Wealth Design Group are...
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Demetrius Navarro

281.220.2700

demetrius_navarro@wealthdesigngroup.net

Professional Experience Demetrius joined Wealth Design Group in 2012. Demetrius is a Field Representative of The Guardian Life Insurance Company of America and a Registered Representative of Park Avenue Securities.
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Steve Nielsen

281.220.2700

steven_nielsen@wealthdesigngroup.net

Having been in the financial services industry for over 32 years I find serving the needs of people in their late fifties and sixties and beyond, not only my strong suit but also where most people want and need a trusted, seasoned,...
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Ryan Peel

281.220.2700

ryan_peel@wealthdesigngroup.net

Ryan Peel of Wealth Design Group has been working with physicians, business executives, retirees, attorneys, and professional athletes since 2008 to help them achieve wealth, happiness, and success. His firm provides clients with...
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Joe Piazza

281.220.2700

joseph_piazza@wealthdesigngroup.net

Joe Piazza joined Wealth Design Group as a financial advisor and coach in 2014. His clientele thus far includes physicians, dentists, attorneys, executives, and business owners. His goal is to help every client achieve economic...
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Dale Pieper, MBA

281.220.2700

dale_pieper@wealthdesigngroup.net

Professional Experience Dale Pieper of Wealth Design Group has been serving physicians, business executives, and retirees since 2005 to help them achieve wealth, happiness, and financial success. By providing comprehensive financial...
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Carlos Quijano

281.220.2700

carlos_quijano@wealthdesigngroup.net

Professional Experience Carlos joined Wealth Design Group in 2009. His main focus is the Hispanic Market. Carlos has 4 years experience in Financial Services. He has worked with 2 major Mutual companies in the industry....
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Robert Ramsey

281.220.2700

robert_ramsey@wealthdesigngroup.net

Professional ExperienceRobert Ramsey of Wealth Design Group has partnered with attorneys and professional athletes helping them achieve wealth and financial security since 2005. Clients of Robert and Wealth Design Group are educated on...
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Jason Shrieve

281.220.2700

jason_shrieve@wealthdesigngroup.net

Jason Shrieve of Wealth Design Group has worked with business owners, physicians and attorneys to help them achieve wealth, happiness, and financial success. By providing comprehensive financial services above and beyond the...
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Meenakshi Singh

281.220.2700

meenakshi_singh@wealthdesigngroup.net

Professional BackgroundMeenakshi Singh is a registered representative with Wealth Design Group, Guardian Life & Park Avenue Securities. She has almost 4 yrs of experience in the industry.She previously worked as captive financial...
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Gary Speer

281.220.2700

gary_speer@wealthdesigngroup.net

Gary Speer is a financial specialist who works with successful people to help identify areas of wealth erosion, maximize utilization of assets during retirement, and provide strategies for the protection of wealth from unpredictable...
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Donald (Don) F. Taylor, JD*

281.220.2700

donald_taylor@wealthdesigngroup.net

Professional Experience Don has been with The Guardian Life Insurance Company of America since 2000. Don has over 25 years of client experience in the financial services industry. He uses his law and finance background to help uncover...
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Brian White

281.220.2700

brian_white@wealthdesigngroup.net

Brian M. White has a diverse background and 10 years of experience in the financial services industry. Prior to joining Wealth Design Group, LLC, Brian was the Financial Coach at Granite Harbor Advisors, in Houston, TX and Consultant...
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Jack Gavalas

281.220.2700

jack_gavalas@wealthdesigngroup.net

John Basil (Jack) Gavalas is a native of Augusta, Georgia, and a graduate of the College of Management at the Georgia Institute of Technology. After service as an Army officer both in the US and abroad, and three decades as a NASA...
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Branden Emmons

281.220.2700

branden_emmons@wealthdesigngroup.net

Branden's business is centered around helping professionals and families strategically balance their current financial needs and lifestyle with long term financial security and success. Branden, with his wife of 13 years and two...

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Matthew Dockall

281.220.2700

matthew_dockall@wealthdesigngroup.n

Professional Experience Matthew’s professional goal is to create a powerful peace of mind for his clients that comes from designing financial plans built around more certainty, not luck. This alleviates financial stressors and...

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