Jay's mission is to develop meaningful relationships with his clients by providing professional advice for a lifetime of financial independence. He works with clients in a collaborative process, to help define their goals of financial independence, and to focus on strategies to help make these goals a reality.
Jay is a graduate of Eckerd College in St. Petersburg, FL, where he earned an undergraduate degree in Management. Upon graduation in 1994 he went to work for a small consulting firm working with family owned businesses. In 2004 he joined Northwestern Mutual Financial Network as a Financial Representative. Jay joined Peachtree Wealth Strategies as a Financial Consultant in 2012 and earned his CFP® in 2015.
Since 2002, he has lived in Brookhaven with his wife Bethany. Jay is active in coaching baseball, cooking, and playing golf with his son Graham.