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

Joseph H. Ray, J.D.
President
Managing Director
Joseph H. Ray, J.D.

Michael H. Kane, CFA
Managing Director
Portfolio Manager
Michael H. Kane, CFA
Michael R. Beck
Managing Director
Portfolio Manager | Marketing Manager
Michael R. Beck
Leslie J. Reynoso
Wealth Management | 401(k) Advisor
Leslie J. Reynoso
Professional Team

Lynette L. Heil, CPA
Chief Financial Officer
Chief Compliance Officer
Lynette L. Heil, CPA

Vicki Smiley
Operations Manager
Vicki Smiley

Marcia Talbott
Accounting Associate
Bookkeeper
Marcia Talbott

Cyndi Shackelford
Operations
Cyndi Shackelford

Christi Austin
Accounting Associate
Christi Austin
Contact Wealthstreet Investment Advisors today to discuss your investment portfolio needs.
We're here to help.
