About Jay
Jay works with high-net-worth clients and families to formulate holistic planning and investment roadmaps. Pulling from a background heavy with both planning and counseling experience, Jay excels in wrapping his arms around clients’ full financial picture and each of their unique goals. He also provides planning advice in areas such as retirement, tax, insurance, estate, equity compensation, special needs, and education.
Jay lives in West Atlanta with his wife, his daughter, and their goldendoodle. He is an active member of the community, working with groups on revitalization efforts on Atlanta’s historic Westside. Jay and Elizabeth attend Atlanta Westside Presbyterian Church, where Jay is part of the worship team. When Jay is not working, he enjoys experiencing the benefits of his wife’s expert travel itinerary planning skills.
Jay works with high-net-worth clients and families to formulate holistic planning and investment roadmaps. Pulling from a background heavy with both planning and counseling experience, Jay excels in wrapping his arms around clients’ full financial picture and each of their unique goals. He also provides planning advice in areas such as retirement, tax, insurance, estate, equity compensation, special needs, and education.
Jay lives in West Atlanta with his wife, his daughter, and their goldendoodle. He is an active member of the community, working with groups on revitalization efforts on Atlanta’s historic Westside. Jay and Elizabeth attend Atlanta Westside Presbyterian Church, where Jay is part of the worship team. When Jay is not working, he enjoys experiencing the benefits of his wife’s expert travel itinerary planning skills.