With a unique ability to connect and communicate with others, Jay serves as a financial advisor and empathetic listener, helping you discover your personal vision of financial success.
Armed with decades of institutional experience, Jay spent his career investing and building portfolios. He enjoys working with “mass affluent” families who are planning for retirement within the next 10 years.
An earnest leader with an ability to help you discover your “why,” Jay’s mission is simple: to help foster confidence about your financial future. Whether it be saving for retirement, living through retirement, or creating a legacy you can be proud of, Jay takes the stress out of money to help you craft true well-being through financial planning.
Jay believes that planning is at the root of every successful strategy. By understanding your values, goals, and concerns, he will build a comprehensive framework that integrates your financial priorities, investments, estate planning, and other critical areas most pressing to you. The result is a plan and portfolio that aligns with your personal needs, as well as your greatest desires. Continuously monitoring all aspects of your plan, Jay and his team will make necessary adjustments to ensure you stay on track throughout your financial journey.
He and his wife, Melissa, are the proud parents of two children, Jackie and JP. When he isn’t watching them compete on the athletic field or soar in the classroom, Jay enjoys a competitive round of golf and reading historical fiction novels.
Jay earned a Bachelor of Business Administration (BBA) from East Tennessee State University. He is a member of the Financial Planning Association, the Country Club of Detroit, and the Grosse Pointe Sunrise Rotary.