Jay is a Certified Financial Planner™ professional with over 20 years of experience helping individuals and families pursue their unique goals through customized financial plans and investment strategies.
His clients are diverse and span generations, but they share these goals: a desire to work with a thoughtful partner and an interest in smart, sophisticated advice.
He takes a comprehensive approach, getting to know each of his clients as well as their financial needs and concerns. This process enables the use of specifically customized investment and wealth management strategies that align with their established goals.
His practices are grounded in experience, guiding clients successfully through times of prosperity and uncertainty. He views strong client relationships as the foundation of his practice.
Before teaming up with Keith Hill, Jay served his clients as a financial advisor at Edward Jones. His work ethic has earned him many honors and awards throughout his career. He often uses his experience to mentor colleagues to develop strategies to better serve their clients. He received bachelor’s degrees in finance and economics from Augustana College.
Originally from Princeton, Illinois, Jay currently resides in Burr Ridge. He serves on the executive board of directors for Turning Pointe Autism Foundation in Naperville, a cause which is very personal to his family. He enjoys golfing, skiing and may also be seen at a sporting event, from time to time.
Raymond James is not affiliated with any organizations mentioned.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.