Raymond Shirley

Raymond Shirley is a seasoned professional in the financial planning sector, currently serving as a Senior Subject Matter Expert at Orion Advisor Tech since February 2016. Over the years, Raymond has held various roles within Orion, including Financial Planning Specialist and Integration Solutions Analyst, contributing to the firm's reputation as a leading portfolio accounting service bureau. Prior experience includes financial planning at Creative Planning Inc. and internal sales and business development at Orion Advisor Services, LLC. Raymond's early career involved roles at MetLife, Advisors Ahead, and Pacific Life, where skills in financial services and client engagement were developed. Additionally, leadership experience includes serving as the FPA Student Chapter President at the Financial Planning Association of Nebraska. Raymond holds a Bachelor of Business Administration in Financial Planning and Marketing from Creighton University's Heider College of Business.