Tyson Ray, CFP®

Tyson Ray, CFP®

Founding Partner, FORM Wealth Branch Manager, RJFS

Specialties: Portfolio Strategy, Estate Planning, Charitable Planning

We add value by helping you do what you cannot do on your own, specifically, understanding the future consequences of your present actions.
— TYSON JON RAY

Family

The Rays have lived in southern Wisconsin for generations. After graduating from college in Florida, Tyson returned to his home of Lake Geneva where he met and married Jenny, the love of his life. Jenny devotes herself to many charitable causes, but foremost to their three sons—Nelson, Austin, and Carson.

Occupation

Tyson started working when he was just twelve years old, in response to finding an eviction notice posted on the refrigerator door. By the time he was 16, he was investing $100 every month, and ever since has enjoyed following the financial markets and deepening his knowledge of economics and investing. He started his financial advisory career after graduation from the Honors program at the University of West Florida with a degree in Business, Psychology, and Political Science.

Recreation

Tyson enjoys the challenge of physical fitness, golf, and the outdoors through hunting and fishing. More than anything, Tyson is passionate about being a husband and father, and working with the FORM Wealth family of clients. When you have fun at what you do, is it really work?

Mission

Tyson is devoted to helping people be more in control of their finances and daily lives. As a client, Tyson’s goal is to understand you, your hopes, dreams and motives–not just understand your finances. In doing so, he wants to become your advocate for achieving your goals. He strives to make an impact which will create ripples through the lives of generations around the world.