Tyson Ray, Cfp®, Cexp®, Cima® Email & Phone Number

I first became interested in investing and the stock market during an economics class in my sophomore year of high school. At 16, I took the step of investing $100 into two different mutual funds. This was my first step on a path I’m still on today—using financial strategy to help make people’s lives better. After graduating from the University of West Florida, I returned to Wisconsin, my family's home for generations, to begin my career in financial services.Over the last 25+ years, I’ve worked to expand my knowledge and skills, earning the Certified Investment Management Analyst® (CIMA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) certifications through Yale School of Management and the College for Financial Planning, respectively.I’ve been fortunate to be recognized as a 2018-2024 Forbes Best-in-State Wealth Advisor, 2021-2024 Barron’s Top 1200 Financial Advisors, and a 2005-2024 Chairman’s Council Advisor. Additionally, I’m proud to be a member of the Financial Planning Association of Wisconsin.Beyond my work at FORM Wealth Advisors, I have a deep passion for helping others. In 2006, my wife and I founded Children’s World Impact (CWI), a 501(c)(3) organization dedicated to serving widows and orphans locally and globally. I believe every person is hardwired to care for others, and I try to live that out by volunteering my time and resources through CWI events and projects.---Important Disclosure Information: https://www.formwealth.com/disclosures

Listed skills include Strategic Planning, Public Speaking, Management, Nonprofits, and 6 others.