Jay serves as our Advisory Planner, supporting clients through well-structured financial plans and guiding them as they work through key decisions. He focuses on retirement planning, tax analysis, investment strategy, and the practical application of each plan so clients have a clear path forward. He has also written the TEP exam, strengthening his understanding of advanced planning topics.

In his role, Jay works closely with our advisory team to connect technical analysis with client goals, ensuring each strategy is accurate, actionable, and aligned with long-term priorities. Clients value his steady approach, strong preparation, and his ability to explain planning concepts in a clear and understandable way.