Ray|Theil Wealth Management, LLC was founded by Don Ray and Matthew Theil. As the founding partners, Don and Matt are principals of the firm and each bring over 25 years of experience in the financial services industry.

 

Don Ray, CPA, PFS
Partner

Direct: 937-531-7971

Don has devoted his career to helping his clients meet their financial goals. Don has over 25 years of experience in the financial services and accounting industries. Specializing in the areas of personal financial planning and individual income tax, Don has extensive experience in working with small business owners and high net worth individual clients. He especially enjoys assisting his clients with income tax planning and compliance, retirement planning, investment consulting and small business advising.

 

Prior to co-founding Ray|Theil Wealth Management, Don worked for over 12 years with C. H. Dean, Inc. in their Wealth Management area. Don left Dean as a Senior Vice President. During this time Don was the client service executive for several small businesses and dozens of high net worth individuals.

 

Don began his career in the tax department of Ernst and Whinney, (now Ernst & Young) where he earned his CPA and worked his way from a Tax Consultant to a Senior Manager. Don also worked as a Tax Manager for Arthur Andersen in their federal tax consulting department.

 

Don graduated from Wright State University with a B.S. degree with a dual major in Accounting and Finance. Don has also completed several advanced tax courses at the University of Cincinnati. Recently, Don has passed the CPA/PFS examination that tests knowledge in the tax, insurance, personal financial planning, investment, retirement planning and estate planning areas.

 

Don has lived in the Dayton area since the early 1980s. He is married and has two children. He is a member of the AICPA and OSCPA.


 

Matthew Theil
Partner

Direct: 937-531-7972

Matt has spent over 25 years in the financial services industry focusing on serving clients and helping them meet their financial goals and objectives.

 

Prior to co-founding Ray|Theil Wealth Management, Matt worked for C.H. Dean, Inc. for 20 years. Matt left Dean as a Senior Vice President. During this time Matt was the primary contact for numerous businesses and their retirement plans as well as a large number of high net worth individuals. For the last five years Matt also directed the investment consulting practice for individuals, endowments and foundations, as well as retirement plans.

 

Matt received his BA from Wright State University in Economics. He currently serves on the Board of Trustees for the Dayton Society of Natural History. Matt serves as an adviser to endowments and foundations.

 

Matt grew up in the Dayton area and is married with two children.