Meet the Team
At By Design Financial Planning, you work with a small team focused on organized advice, clear communication, and thoughtful client support.
Our goal is to help you make confident financial decisions with a process that feels personal, practical, and connected to your real life.
Meet Travis
Travis Ray, CFP
Founder & Financial Planner
®
Financial planning should feel organized, personal, and practical.
I founded By Design Financial Planning to help people make more confident financial decisions as life becomes more complex.
Many clients are balancing careers, family, investments, taxes, retirement planning, debt, insurance, estate planning, and major life decisions. My role is to help organize those pieces, identify what matters most, and build a plan that gives each decision a clear purpose.
Before starting By Design Financial Planning, I spent more than a decade helping financial advisory firms improve the systems, processes, and teams they use to serve clients. That experience shaped how I built this firm.
As a fee-only fiduciary and CERTIFIED FINANCIAL PLANNER™ professional, I work directly with clients to provide advice that is practical, coordinated, and connected to real life.
Based in Greensboro, North Carolina, Travis enjoys working on hands-on projects, spending time outdoors, and constantly improving the systems that make life and work run more smoothly.
CERTIFIED FINANCIAL PLANNER™ - CFP Board of Standards
Executive Certificate in Financial Planning - Duke University
B.A. Economics - University of North Carolina at Chapel Hill
Meet Rachelle
Rachelle Walley, FPQP
®
Financial Paraplanner
Rachelle brings a unique blend of analytical precision and technical expertise to our team. Her background in advanced mathematics and computer information systems serves as the foundation for her exceptional attention to detail in financial support.
After a successful 13-year career teaching high school mathematics and physics, Rachelle transitioned to virtual administrative support in 2006. Since entering the financial services industry, she has merged her lifelong love for numbers with a passion for helping clients navigate their financial journeys.
Beyond the numbers, Rachelle balances a vibrant family life with eight grown children and stepchildren. Deeply rooted in her East Texas community, she and her husband also own and operate a local raw milk dairy farm.