About Jay
Jay enjoys getting to know his clients so he can understand their financial goals and then craft a plan to help them achieve those aspirations. He loves the creative challenge of putting together holistic financial plans and seeing them come to fruition.
When not helping clients discover the path to their financial goals, Jay helps young adults and teens discover the path to personal and professional success during treks and trips in the California mountains. Jay is also involved with Operation Smile, a nonprofit medical service providing cleft lip and palate repair surgeries to children around the world, and he has served on several Operation Smile missions in Africa.
Education and Professional Milestones
- Brigham Young University – Master of Accountancy
- Has also held roles as a tax specialist at Deloitte Haskins & Sells and as an accounting instructor in the Golden Gate University MBA program
Jay enjoys getting to know his clients so he can understand their financial goals and then craft a plan to help them achieve those aspirations. He loves the creative challenge of putting together holistic financial plans and seeing them come to fruition.
When not helping clients discover the path to their financial goals, Jay helps young adults and teens discover the path to personal and professional success during treks and trips in the California mountains. Jay is also involved with Operation Smile, a nonprofit medical service providing cleft lip and palate repair surgeries to children around the world, and he has served on several Operation Smile missions in Africa.
Education and Professional Milestones
- Brigham Young University – Master of Accountancy
- Has also held roles as a tax specialist at Deloitte Haskins & Sells and as an accounting instructor in the Golden Gate University MBA program