Jay's personal mission is to help people pursue their financial goals by helping them accumulate, protect, and distribute their personal wealth.  Having started his career in 1994, his vast experience has fostered a practical approach to offering financial services and advice to his clients.  To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs. 

Jay's Commitment

He is committed to maintaining the highest standards of integrity and professionalism in his relationship with his clients.  As a financial advisor, Jay is dedicated to helping individuals build their financial futures – he takes especial pride in his flexibility to work with people at all stages of life, whether a young person just starting his or her first job or a retiree or somewhere in-between.