Jean Rayle

Jean Rayle

Office Manager

I started about 20 years ago for a credit union. I enjoyed helping people with their finances and helping them get a better life for themselves. Once I retired from there, I realized that I could continue working with my knowledge of investments already and help Brian help his clients.

I met Brian through my brother in law. He referred me to Brian because of how impressed he was with him, so my husband and I decided to meet with him despite working for a credit union and having an advisor already.

I love to garden and travel. My favorite place to travel to is Mexico.

Phone 937.478.5316