Ray Hart

Ray Hart

CERTIFIED FINANCIAL PLANNER®, RICP®, MBA, AAMS® & Wealth Advisor


Ray Hart, CFP®, has been a Financial Advisor since retiring as a Lieutenant Colonel from the United States Army in 2014. Ray and his wife, Shari, originally from Illinois, decided to settle in beautiful Colorado Springs with their three children after serving 26 years in the Army. Ray’s eminent career in the military began as a young private and he retired as an Engineer Officer. Ray’s Army career included 11 family moves, multiple Command Positions, and 8 overseas tours (5 to Middle East Combat Zones).

As a Wealth Advisor, Ray’s objective is to empower and motivate clients to make informed decisions that support their personal financial goals. As an advisor, he uses his personal integrity, insights, interpersonal skills, and a thorough comprehensive financial planning process to develop and sustain long-lasting relationships with clients.

Ray is passionate about educating and empowering others in their financial journey. He is a CERTIFIED FINANCIAL PLANNER®, professional, a Retirement Income Certified Professional Designation®, and an Accredited Asset Management Specialist®. Ray has a Master’s of Business Administration/Finance from Washington State University, Pullman, WA and a Bachelor of Science in Forestry from Southern Illinois University-Carbondale. He also holds his Life and Health License.