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 firstname.lastname@example.org 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... Read more Tara Ray CFO 281.220.2700 email@example.com 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... Read more Ernest Hammersley, LUTCF Executive Vice President 281.220.2700 firstname.lastname@example.org 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... Read more Scott Doyle Executive Vice President 281.220.2700 email@example.com 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... Read more Larry Mott Principal Director 281.220.2700 firstname.lastname@example.org 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... Read more Kitty Tatar, LUTCF Disability & LTC Specialist 281.220.2700 email@example.com 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... Read more Katherine Bartlett VP of Talent Acquisition and Marketing 281.220.2700 firstname.lastname@example.org 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... Read more Mark Connely, CFP® 281.220.2700 email@example.com 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... Read more Bill Faulk 281.220.2700 firstname.lastname@example.org 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... Read more Justin Makris 281.220.2700 email@example.com 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... Read more Bob McAuliffe 281.220.2700 firstname.lastname@example.org 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,... Read more Clark McCleary, CLU, CHFC, AEP (Distinguished) 281.220.2700 email@example.com 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 &... Read more Daniel McCleary, CLU, CHFC 281.220.2700 firstname.lastname@example.org 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... Read more Matt McCleary 281.220.2700 email@example.com 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 &... Read more Rob Medina 281.220.2700 firstname.lastname@example.org 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... Read more Demetrius Navarro 281.220.2700 email@example.com 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. Read more Steve Nielsen 281.220.2700 firstname.lastname@example.org 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,... Read more Ryan Peel 281.220.2700 email@example.com 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... Read more Joe Piazza 281.220.2700 firstname.lastname@example.org 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... Read more Dale Pieper, MBA 281.220.2700 email@example.com 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... Read more Carlos Quijano 281.220.2700 firstname.lastname@example.org 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.... Read more Robert Ramsey 281.220.2700 email@example.com 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... Read more Jason Shrieve 281.220.2700 firstname.lastname@example.org 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... Read more Meenakshi Singh 281.220.2700 email@example.com 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... Read more Gary Speer 281.220.2700 firstname.lastname@example.org 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... Read more Donald (Don) F. Taylor, JD* 281.220.2700 email@example.com 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... Read more Brian White 281.220.2700 firstname.lastname@example.org 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... Read more Jack Gavalas 281.220.2700 email@example.com 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... Read more Dan Martens 281.220.2700 firstname.lastname@example.org Professional Experience: One of Dan’s deepest passions is partnering with others to help achieve their form of success. From a young age, Dan has always been interested in finding ways to help himself and others obtain the things... Read more Have a Question? Name Email Question Thank you! Oops!