With a passion for guiding others, Jay finds his greatest fulfillment in crafting well-thought-out plans that help his clients turn their anxieties into ambition. As the child of a hard-working mother who raised him and his brother while operating a small business, Jay is passionate about working with determined, resilient individuals who are driven to support their families.

Jay offers a distinctive viewpoint on wealth management, drawing from his firsthand experience in the industry. In his previous role, his clients were financial advisors at banks, independent broker-dealers, Registered Investment Advisers and family offices. This gave him a profound understanding of the range of services and strategies that financial advisors provide, including those that are often overlooked or not commonly offered, which can be particularly impactful in financial planning.

Jay graduated from Southern Methodist University with a bachelor’s degree in economics. He holds the CERTIFIED FINANCIAL PLANNER™ certification, which is awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he holds the FINRA Series 66 securities registration and obtained his life, accident and health insurance licenses. He has more than a dozen years of industry experience and possesses high proficiency in financial planning concepts.

Jay and his wife, Brandi, live in Dallas with their young daughter, Penelope. They also have two energetic dogs, Kalani and Sage, and a cat named Panda. Jay’s hobbies include golfing, reading, hiking, indulging in barbecue, trying new restaurants and traveling. He and Brandi are also active in their community and church, Christ United Methodist in Plano, Texas.