About J.P.
J.P. helps his clients find peace of mind by designing custom strategies that put them on a path to financial freedom. He builds deep relationships with clients that are founded on trust and integrity, so clients can be assured that J.P. is working in their best interests.
For J.P., the number crunching, technical aspects of investments and wealth management drive him. Averse to the “mass market” approaches, he enjoys building deep relationships with clients while giving them confidence that they are making sound financial decisions for their future.
Jay is a self-confessed techno-geek who loves to explore the latest and most advanced ideas and technologies.
Education and Professional Milestones
- Brigham Young University – Master of Accountancy
- Has previously held role as a public account at KPMG Peat Marwick.
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.
J.P. helps his clients find peace of mind by designing custom strategies that put them on a path to financial freedom. He builds deep relationships with clients that are founded on trust and integrity, so clients can be assured that J.P. is working in their best interests.
For J.P., the number crunching, technical aspects of investments and wealth management drive him. Averse to the “mass market” approaches, he enjoys building deep relationships with clients while giving them confidence that they are making sound financial decisions for their future.
Jay is a self-confessed techno-geek who loves to explore the latest and most advanced ideas and technologies.
Education and Professional Milestones
- Brigham Young University – Master of Accountancy
- Has previously held role as a public account at KPMG Peat Marwick.
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.