About Us
Learn about our team and get in touch with us to schedule an appointment. We specialize in safeguarding your hard-earned money.
Roy Leigh Ray III
President/CEO
Roy Leigh Ray III is a life and health insurance agent, LTC insurance agent, P&C insurance agent, and Investment Advisor Representative, he has been in the insurance business for over 20 years. Roy stands out among other agents like him for how he cares for his clients; to him, clients aren’t just another number. He does his best to look out for the best interests of every single one of them. He began working in the financial services industry when he got a job at the Transamerica Corporation to support his family. Years later, he can’t envision himself doing anything else! When Roy isn’t kept busy with his work, he’s usually with his family. He and his wife, Jennifer, have four kids; Roy Leigh IV (17), Elizabeth (14), Natalie (10), and Vivian (8). In Roy’s free time, he enjoys going fishing on the coast, playing music, and restoring classic cars. Also, Roy has two cats, Garfield and Nermal, but dogs do have his heart!
Christy Stevens
Transfer Specialist
Christy Stevens, is a licensed insurance agent, helps clients move their funds from their old accounts into new protected and more accessible options we help them set up. She also follows up with transfer companies to ensure there are no issues when moving clients’ funds, and to answer clients’ questions about their accounts. Meeting and helping new people is what makes her work fulfilling. She also loves to learn new things, and this job was an opportunity to do just that, while also using the knowledge she already had in a new way. She has an Associate of Arts Degree, an Associate Degree in Nursing, and holds her life insurance license. She has previously worked as a nurse, a hospital floor secretary, and a patient care tech. She is a single mother to her son, and also has a dog named Mavi. When not working, she enjoys spending time with her son, as well as riding motorcycles or, when able, helping raise funds for disabled vets with the CVMA (Combat Veterans Motorcycle Association).
Kathryn Ivanovich
Receptionist
Kathryn Ivanovich is our receptionist. She not only greets clients as they come into our office, but prepares seminar materials, reaches out to clients and potential clients about scheduling, and confirms appointments. She enjoys meeting new people and learning new skills; having different people with different backgrounds come through is exciting for her, and being able to meet a variety of people. Kathryn also enjoys the more laid-back atmosphere of the office and appreciates the effort we put into educating clients and making them feel welcome.
She attended Florida Gulf Coast University and graduated in May 2019 with a bachelor’s degree in Anthropology, with a focus in Osteology. Prior to working here, she worked as an archaeologist for a private CRM firm in Florida. The work she did involved traveling around the state to conduct archaeological fieldwork. Kathryn decided to take her job with us because it was something new. Having never worked in an office before, the change was a significant shift. Although it’s very different from her previous job, she finds it to be a refreshing change of pace.
Kathryn lives in Raleigh, NC, with her husband, Shawn (and her dogs, Finnegan and Tank). When not working, Kathryn enjoys spending time hiking with her dogs, playing video games, or playing trivia at breweries with her friends.
Abigail Flanagan
Securities Transfer Specialist
Abi’s role here at SRS is to help assist clients with transferring and managing the flow of their funds into an actively managed stock account. She will regularly check in with clients before and after the inception of their account to ensure clients feel secure in their stock accounts actively managed by us! She loves the feeling of making a small difference in our clients’ lives, helping them get through their retirement years with minimal stress. She graduated from Johnson & Wales University with a Business Event Management degree. She previously worked in the event planning industry (weddings), which led her to understand the importance of keeping things organized and as perfect as possible for the clients she assists. When not working, she loves curling up with a good book, crafting/sewing projects, visiting historical places, or hanging out with her family and friends.
Kaley Coward
Client Services Manager
Kaley works directly with clients for day-to-day operations. She checks in with all of our clients annually at the minimum to ensure they know exactly how their funds are going and also to assist them with any updates of their accounts. Kaley expresses the joy she receives in hearing from clients and being apart of their financial journey! Out side of work she enjoys spending time with her crazy family, pets, and hopes to obtain her motorcycle license by the end of the year!
Emily Riddle
Event Manager
Emily Riddle is the Event Manager. She coordinates and hosts events for our clients and prospective clients. She also helps track and maintain records of our events for the future. Emily enjoys meeting new people and getting to know them at the events and seeing the joy that our office can bring. After graduating from North Carolina State University, she took this position in order to help others and make use of her talents. Emily spends her free time with her friends, traveling, or going on hikes with her dog, a pitbull named Clio, who makes an appearance in the office on occasion so you might get to meet her!
Giving Back to Our Community
Strategic Retirement Solutions understands that not everyone is as fortunate as we are. This is why we believe in the importance of giving back. We do this in a number of ways, such as partnering with charities to hold charity events and fundraisers. If you’d like to learn more about our events, reach out to us. Or, if there’s a charity you think needs our support, you could reach out to us about that, too.
