Our Team
Building Growth in Your Portfolio
At Wealthstreet, we believe every successful organization is built on teamwork. Our team consists of experienced portfolio managers and investment advisors, backed by a comprehensive team of specialists and support professionals. Our dedication to service starts with having a strong foundation that is capable of meeting the highest level of our clients’ immediate and long-term needs.
Investment Team
Gerald L. Ray, CFA
Managing Director
Gerald L. Ray, CFA
As the founder of Gerald L. Ray & Associates, Ltd. and now partner at Wealthstreet Investment Advisors,LLC Mr. Ray has over 40 years in portfolio management experience for both organizations and private investors. Mr. Ray values sound investment advice and focuses on maintaining long lasting relationships with clients of our firm. He brings a wealth of experience offering expertise in growth stock analysis and overall market knowledge. A Chartered Financial Analyst holder and one of the regions most respected investment advisors, Mr. Ray was the driving force of success and growth for Gerald L. Ray & Associates, Ltd. He is a member of the Association for Investment Management and Research and the Investment Company Institute, as well as Past Co-Chair of the National Conference for Investment Analysts. Mr. Ray holds an M.B.A. from the Wharton School of Finance and a B.B.A. from Texas A&M University.
Joseph H. Ray, J.D.
President
Managing Director
Joseph H. Ray, J.D.
Joseph H. Ray combines the analytical skills developed in his legal practice with a common-sense approach to investing, using primarily stocks, bonds, and ETFs. He focuses on creating custom portfolios for his clients in order to help them reach their financial goals. He believes that communication is the most important issue in modern investing. As stewards of our client’s assets, it is imperative that that such communication and understanding drive an investment process consistent with a client’s long-term plans and objectives.
Joe has over 25 years of experience in equity and fixed income analysis and portfolio management. He practiced corporate and securities law prior to beginning his career as an Investment Advisor. He earned his J.D. from the University of Texas at Austin and his B.B.A. from Emory University.
Joe has been married to Alyson since 1990 and they have three daughters, Katie, Becca and Lexi.
Michael H. Kane, CFA
Managing Director
Portfolio Manager
Michael H. Kane, CFA
Michael Kane has over 30 years of investment experience. He began his professional career as a market marker at the Chicago Board Options Exchange. While in Chicago he realized that he would rather work with people, manage their investments and help them reach their financial goals. To that end he moved back to Dallas to attend graduate school. Upon completing graduate school he accepted an investment management position with Weisberg & Fields, Inc. eventually becoming that firm’s President. Weisberg & Fields combined with Gerald Ray & Associates in 2009 which then became Wealthstreet in 2017.
Michael has extensive experience working with individuals, families and foundations. He earned a B.S. in Finance from Babson College, an M.B.A. from Southern Methodist University and he is a Chartered Financial Analyst.
Michael believes strongly in giving back to the community. He is currently a trustee on the Board of Trustees for Legacy Senior Communities and is a member of the Investment Committee of the Dallas Jewish Community Foundation.
Michael has been married to his wife Rachael for 20 years and they have one son, Sam. They also have 2 golden retrievers, Ruthie and Charlotte.
Michael R. Beck
Managing Director
Portfolio Manager | Marketing Manager
Michael R. Beck
Michael Beck builds custom portfolios driven by his clients' investment objectives, utilizing individual stocks, bonds, and exchange-traded funds. He brings expertise working with high net worth individuals and families, business owners, foundations, retirement accounts, and women in transition. As part of an overall financial strategy, he works with his clients’ CPAs, Estate Attorneys and other key professionals in order to provide a comprehensive tax plan. Michael heads Wealthstreet's 401(k) plan platform using all exchange-traded funds. Our firm's 401(k) services offer advisor managed portfolios coupled with participant education to increase plan efficiency and participation.
He often speaks at investment conferences throughout the U.S. offering insights on a variety of investment topics: the use of ETFs, investment in factor ETFs, and preparing to sell your business. In addition to being a portfolio manager, he also leads the marketing department at Wealthstreet.
Michael has over 35 years of experience in the financial industry. He joined the firm in 1999 as a portfolio manager. Prior to becoming a portfolio manager, he worked in investment banking and private equity. He has also served as an executive and financial officer for several companies in healthcare and retail. He received a B.A. in Economics and Business Administration from Vanderbilt University.
Michael is married to his wife Patrice and they have two sons.
Leslie J. Reynoso
Wealth Management | 401(k) Advisor
Leslie J. Reynoso
Leslie J. Reynoso, as a partner of the firm and wealth management advisor, works closely with her clients to build customized portfolios that best match their objectives. In addition to her individual clients, she has played an integral role in the development of our company’s 401(k) services. She is the relationship manager for our company’s 401(k) clients and serves as the liaison between the company plan sponsors, third-party administrators and Wealthstreet to provide a seamless experience for our 401(k) clients. She is also responsible for advising and educating the 401(k) participants in order to help them reach a retirement optional stage. She is an associate within the marketing department of our firm and is responsible for digital and print media, as well as the client experience.
Leslie graduated with honors from Southern Methodist University in 2011, earning both a B.B.A. in Finance and B.A. in Spanish. She holds a Series 65 licenses to qualify her as an investment advisor representative and is a level II CFA Candidate.
Professional Team
Lynette L. Heil, CPA
Chief Financial Officer
Chief Compliance Officer
Lynette L. Heil, CPA
Lynette Heil is a partner and has been with Wealthstreet for over 10 years. As CFO she is in charge of financial operations and oversees client reporting, billing, and operational activities. As CCO, she is responsible for the Firm's regulatory compliance program. She implements policies and procedures and oversees adherence to the Firm's code of ethics.
While at Wealthstreet she successfully managed two conversions to upgraded portfolio management systems to enhance client reporting and better assist her partners in managing the business. Lynette Heil is a CPA with over 30 years of experience.
Prior to joining Wealthstreet, she was a Director in both the Sarbanes Oxley and Financial Consulting Practice of Tatum, LLC. There, she worked with Private Equity firms, providing project leadership, and serving as interim CFO for firms in transition. She earned a B.B.A. in Accounting from Texas State University.
Lynette has been married to her husband Mark for 33 years, and together they have raised 4 children.
Vicki Smiley
Operations Manager
Vicki Smiley
Vicki Smiley complements the relationship between the portfolio managers and their clients by providing operational services. She is responsible for opening and transitioning client accounts with various custodians. Additionally, she works to meet our clients’ day to day needs by processing the movement of money and securities. She prepares quarterly and annual meeting reports for clients, monitors performance numbers, cost basis, account reconciliation, and all available data feeds.
Vicki obtained a B.B.A. in Finance and a B.B.A. in Economics from Texas Tech University in 1992 and received her M.A. in Economics at the University of Texas at Arlington in 2005. Mrs. Smiley joined the firm in 1993 and was appointed Operations Manager in 1996.
Marcia Talbott
Accounting Associate
Bookkeeper
Marcia Talbott
Marcia Talbott is primarily responsible for maintaining accounts payable for the company and personal bookkeeping records for clients. She coordinates all communication and meetings for Mr. Ray whether its clients, friends, or family.
She has worked for our firm for 30 years and she’ll be the first to greet our clients over the phone or in person when they visit our office. Marcia received a B.S. in Accounting from the University of Missouri.
Cyndi Shackelford
Operations
Cyndi Shackelford
Cyndi Shackelford oversees the reconciliation of accounts at Wealthstreet Investment Advisors, LLC. Her responsibilities include the movement of money and securities, transition of new accounts, posting of trades and maintenance for performance reporting.
She has over 25 years of experience in the investment industry. Prior to joining the firm in 1998, she held similar positions in the Operations Department of Rauscher Pierce Refsnes, Inc., Southwest Securities Inc. and Principle Financial Securities.
Christi Austin
Accounting Associate
Christi Austin
Christi Austin assists in the accounting department for Wealthstreet. She prepares financial statements, reviews general ledger accounts, reconciles accounts receivable, and assists with payroll and compliance policy.
Her past experience includes over 10 years of financial reporting and office management for a variety of retail and wholesale companies. Christi received a B.B.A in Finance from the University of North Texas.
Contact Wealthstreet Investment Advisors today to discuss your investment portfolio needs.
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