Since 2000, Jay has been applying his education, experience and resources to help individuals and families identify and achieve their financial goals. It starts with a conversation, meeting to fully understand your interests and objectives and allows Jay to develop a plan that helps build, manage, preserve and transfer your wealth.
Jay is recognized as an Accredited Asset Management Specialist SM by the College for Financial Planning. He is a graduate of Temple University-Fox School of Business and former project manager.
Jay along with his wife Mary and daughter Quinn live in Broomfield while their twin boys live in Boulder, attending The University of Colorado. Jay and Mary enjoy supporting children’s academic, student leadership and athletic dreams. Travel usually includes sand and salt water, including summer vacations with extended family on the Jersey Shore.
CA Insurance License# 0G62747 Resident State CO
