Jay has been with the firm since 2011. He specializes in helping individuals plan for retirement and manage their investment portfolios. Jay is a strong believer in being a fiduciary advocate for his clients. He has worked in the financial services industry since 1999.
Previous Experience
- Senior Advisor at Baker Tilly Investment Advisors, LLC
- Wealth Manager at SVA Plumb Financial
- Staff Consultant at Deloitte
Education & Credentials
- BBA, University of Wisconsin-Whitewater, Finance
- Certificate of Major, University of Wisconsin-Milwaukee, Accounting
- Certified Financial Planner™
- Chartered Retirement Plans Specialist℠
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Phone: 414.509.1320
