Jay is Senior Vice President, Wealth Management at OneDigital, where he helps individuals, families, and business owners with their financial planning needs. As an investment advisor representative, he holds the CFP® certification, as well as the RICP® and MSM designations. These qualifications enable him to provide his clients with the highest level of expertise and service. The trust his clients place in him with their assets is humbling, and he is honored to be their trusted advisor.
Since 1997, Jay has dedicated his career to serving others and helping them achieve financial freedom. The financial industry is ever-changing, and he finds it incredibly fulfilling to continually learn new things that can benefit his clients. Numbers and the financial side of life have always fascinated him, but what truly drives him is the opportunity to help others. There is nothing quite like seeing the smile on a client's face when they realize they have reached financial independence.
Jay was born in Michigan but spent most of his childhood in a small town in West Virginia. Growing up, his family didn't have much financially, and he witnessed firsthand the stress that financial uncertainty can place on a family. This experience has driven him to help others escape that stress and find balance in their financial lives through careful management of assets, spending, and cash flow.
On a personal note, his wife Susan is his rock. She has stood by his side through good times and bad, always motivating him and keeping him balanced. He is also incredibly proud to have his two children, Elaine and Adam, working alongside him in the business. While he has no plans to retire anytime soon, it is reassuring for his clients to know that they are in good hands if anything were to happen to him. Elaine and Adam are passionate about learning and growing in this field, and most importantly, they share a deep desire to help others—a quality that cannot be taught.
