Raymond founded Heirmark in 2007 to change the way affluent families, business owners and their advisors acquire life insurance. Raymond’s vision was to create a transparent client experience. Through an open planning model, Raymond has created a premier life insurance firm, dedicated to designing innovative life insurance strategies.
Raymond brings over 15 years of experience in the insurance and investment industry to the table. Raymond’s background includes extensive experience in commercial banking, private banking and income tax planning. For close to a decade, While working full-time and starting a family, Raymond obtained his degrees from the University of Akron. Raymond stays up to date with the latest industry trends and legislation changes as a member of Finseca and the Estate Planning Council of Cleveland.
AR Insurance License #7081134
CA Insurance License #0G32030
Cleveland Office
7005 South Edgerton Road, Suite 101
Cleveland,
OH
44141
Phone: 440.630.9400 Fax: 440.630.9401