With the knowledge that comes with over 30 years of experience in the financial services industry, Jay has helped clients navigate through many market cycles and economic conditions with unparalleled service and personal commitment. For his entire career, Jay's depth of relationships with clients has been his hallmark and has allowed him to make sure that financial strategies are uniquely tailored to every client.
Jay has attained the certification of Certified Financial Planner™ professional, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
He also earned the Chartered Wealth Advisor® designation from the Estate and Wealth Strategies Institute at Michigan State University. Additionally, he has successfully completed advance courses of study at the Securities Industry Institute at the University of Pennsylvania's Wharton School.
Jay is an Emeritus Director for St. Xavier High School and serves on the board of Nativity Academy and Global Game Changers. He also currently serves as an advisor to the investment committees of two local nonprofit institutions.
When he's not in the office, Jay enjoys spending time with his family and working outdoors, and is an accomplished road cyclist.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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