About Jay
Jay’s 20+ years of experience in the industry allow him to develop a deep understanding of a client’s financial needs and to align investment strategies and opportunities with the client’s short-term and long-term financial goals . His typical client is a retired business owner or someone who wants to build a financial legacy through multigenerational wealth or philanthropy.
Jay and his wife live in the Baltimore, Maryland, area and have two children.
Education and Professional Milestones
- University of Florida - bachelor’s degree in communications
- Worked at T. Rowe Price managing retirement plans