Jay is a Client Operations Specialist based out of our Livonia office. He brings a diverse background in financial services, education, sales, and risk management, including seven years of experience as a financial advisor. With a natural ability to simplify complex financial concepts, Jay brings a thoughtful, client-focused approach to helping clients navigate their financial needs.

Originally from Plymouth, Jay lives in Livonia with his wife, Aubrey, their two children, and their family pets. Outside of work, he enjoys golf, hockey, cheering on Detroit sports teams, and exploring Michigan with his family and their pop-up camper. One of his most memorable hockey experiences was getting scored on by former Detroit Red Wing Darren McCarty during a charity game.