Jay learned business skills at an early age by studying the example of his grandfather, one of the first successful real estate developers in Gwinnett County, Georgia. Soon after his grandfather passed away, Jay also learned the critical importance of estate planning--due to an inadequate plan, a significant portion of his grandfather's estate was subjected to high taxes and legal fees. Motivated by this experience, Jay decided to pursue a career in financial planning, so he could help individuals and businesses avoid the mistakes his grandfather had made.
With over twelve years of experience, Jay specializes in the unique needs of, professional athletes, business owners, and retirees. He develops and implements planning strategies for wealth conservation and transfer, wealth accumulation, and business planning, coordinating his efforts with attorneys, CPAs, and investment advisors--with the ultimate satisfaction and financial security of his client always in mind. Jay was named one of the top 4 advisors under 40 by Advisor today magazine. He also has been featured and written articles in many publications locally and nationally. Jay has been a key note speaker at several financial conferences.
Jay resides in Cumming, GA with his wife, Leah and son Carter and daughter Savannah. He is active in his church, and participates in various community organizations and charities. He is a member of NAIFA as well a Chairman’s Club member at the Gwinnett Chamber of Commerce.
