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 nearly 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, Raymond has maintained the elite designation of Million Dollar Round Table’s Top of the Table, which represents the top 1% of insurance advisors across the country. 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 the Association for Advanced Life Underwriting (AALU) and the Estate Planning Council of Cleveland.
7005 South Edgerton Road, Suite 101
Cleveland, OH 44141
Phone: 440.630.9400 Fax: 440.630.9401