For two decades Jay has cultivated relationships with investors seeking personalized financial advice. He combines time-tested investment strategies, goal-focused probability analysis, and differentiates by providing:
Custom-Tailored Investing: Jay screens investments with a history of consistent performance, low statistical risk, and low costs, which can help mitigate underperformance and create tax efficiencies.
Proactive Communication: Jay’s clients get timely information including economic / market updates, investor behavior guidance, and regular dialogue on the progress of their objectives.
Transparency and Protection: Fees and costs are clearly discussed. Raymond James Financial Services serves as custodian of clients’ assets providing powerful resources, technology, and security.
For Business Owners: Jay has created a data-driven process integrating personal, financial, and business value – confirming entrepreneurs whether to keep and grow or sell their company.
Jay earned a BA in management and MBA in finance and economics from the University of Toledo. His credentials include the Accredited Asset Management Specialist (AAMS) and the Certified Exit Planning Advisor (CEPA) designations. Jay has spent most of his life in Colorado. He is married to Jenae, has two children, and enjoys outdoor adventures including road-trips, fishing, golf, skiing, and camping.