Jay has been with the firm since 2011. He specializes in helping individuals plan for retirement and manage their investment portfolios. Jay is a strong believer in being a fiduciary advocate for his clients. He has worked in the financial services industry since 1999.

Previous Experience

  • Senior Advisor at Baker Tilly Investment Advisors, LLC
  • Wealth Manager at SVA Plumb Financial
  • Staff Consultant at Deloitte

Education & Credentials

  • BBA, University of Wisconsin-Whitewater, Finance
  • Certificate of Major, University of Wisconsin-Milwaukee, Accounting
  • Certified Financial Planner
  • Chartered Retirement Plans Specialist

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.