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| Our Strategic Partners |
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Lizette B. Sundvick Esq
Recommended Strategic Partner |
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S. Craig Stone, II, Esq
Recommended Strategic Partner |
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Fraser Inouye, CPA
Recommended Strategic Partner |
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Ray Poteet
Recommended Strategic Partner |
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Tomas McFie
Recommended Strategic Partner |
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Ray Poteet
Recommended Strategic Partner 
Phone: 785.842.8333
FAX: 785.842.2391
3110 Mesa Way
Suite A
Lawrence, KS 66049
www.alphaomega-fs.com
Click
here to email Ray
Raymond C. Poteet is the founder of Alpha and Omega Financial
Services in Lawrence, Kansas. That company was established
in 1972 to sell insurance and has developed over the years
to become a full service financial planning and investment
firm. Today it services both the average individual and some
of the top small business leaders from a variety of industries
and professions. Much of the success of Alpha and Omega is
due to the keen financial insight that Ray Poteet has developed.
He must be considered a success in the financial arena, not
because of the money he has made for himself, but because
of the dreams he has helped his clients achieve. Using his
concepts and financial products, he has provided countless
homes for families, numerous college educations for children,
much better retirement living and more wealth passed to survivors
for their continuing lives. It is virtually impossible to
explain how much good his financial insights and counseling
have done.
Naturally, Ray Poteet possesses all the required certification
and training one would expect from a leader in a particular
industry. Among the numerous accreditations and honors he
has received are:
• Chartered Financial Consultant
• Registered Stockbroker
• Chartered Life Underwriter
• Life and Qualifying Member of the Million Dollar
Round Table
• National leader in developing banks for small
business and individuals through
Infinite Banking Concept (IBC)
• Top Performance Awards from numerous Financial
Institutions for many years
running.
While the above are important to consider when selecting a
financial advisor, it really provides only the minimum standards
of professionalism. What makes a financial planner great is
what truly guides him in all his dealings with clients. This
area is what sets Ray Poteet apart from the rest of the pack.
It started in his upbringing and is so much a part of him
that he can do nothing else but follow his principles.
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