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.
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.
Saling Wealth Advisors is an SEC registered investment adviser located in Louisville, Kentucky. A copy of Saling Wealth Advisors’ current written disclosure statement discussing Saling Wealth Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Saling Wealth Advisors upon written request. Saling Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Saling Wealth Advisors’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.