With a deep understanding of what motivates people, Jay is passionate about helping you define your financial dreams and empower you to pursue your vision of financial success.
Jay’s mission is simple: to bring clarity, innovation, and positive change to your financial and personal life. It is because of this that Jay tends to be your first call in your most important or difficult moments.
Whether you are a successful business owner looking to sell in the next five years, a high earner with disposable income, a devoted community contributor, or nearing retirement, Jay uses his decades of experience, state-of-the-art technology, compassion, and a defined process to help remove uncertainty from your financial picture.
Jay focuses on the human element of wealth planning because it is not just about numbers and products but about capturing the essence of who you are. With a deep knowledge of the complexities involved in business and financial planning, he begins by listening to stories about your family dynamics, goals, values, and aspirations. Then he uses his own thoughtfully curated process, which integrates your financial priorities, investments, estate planning, business planning, and other critical areas most pressing to you into a customized framework.
Working as a trusted coordinator and collaborator with your most esteemed advisors like your CPA, attorneys, and tax specialists, Jay will ensure a powerful alliance is forged to help you make purposeful decisions today and safeguard your wealth for the future that lies ahead.
The result is a plan and portfolio designed in-house that aligns your business and personal needs, as well as your greatest desires. Continuously monitoring all aspects of your plan, Jay and his team will make necessary adjustments to ensure you stay on track throughout your financial journey.
Outside of the office, Jay is a community leader, actively involved in various charities, such as The Laurel Foundation, raising awareness for Pediatric Cancer research, and Norton Children’s Hospital. As a lay leader in Men’s Ministry at Southeast Christian Church, he inspires others to embrace a life of purpose and service. His passion for sports and the outdoors, including golfing, boating, hiking, and pickleball, reflects his balanced approach to life. And, of course, his most cherished moments are spent with his wife Cheryl, their son Logan, his wife Summer, and their daughter Laurel.