Jay joined the firm in 2011 in our Milwaukee office and is now a Senior Vice President. He earned his bachelor’s degree in Finance with a Financial Planning emphasis from the University of Wisconsin-Whitewater and a certificate of major in accounting from the University of Wisconsin-Milwaukee. With over 20 years of experience, Jay is a strong believer in being a fiduciary advocate for his clients and has worked with a broad range of clients from high net worth individuals to corporations.
In his spare time, Jay enjoys golfing and spending time with his family.
- 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. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.