Retirement and Retirement Income Planning
Comprehensive Financial Planning
Financial Education Presentations
About the Financial Advisor
Jay works to help people make great decisions about their personal finances. He builds personalized strategies for hard-working people who want financial independence. Jay develops holistic, hassle-free long-term plans with the goal of turning hard-earned incomes into well-deserved outcomes. He is committed to ongoing professional development and education, and he strives to be a trusted resource that his clients can call upon for sound financial advice throughout all stages of their lives.
Jay focuses on serving young adults, families, pre-retirees, retirees, women, school district employees, and federal employees in Des Moines, IA.
Education and Designations
- University of Iowa, Bachelor’s Degree, Communication Studies
- RICP® – Retirement Income Certified Professional®
- ChFC® – Chartered Financial Consultant®
- ChFEBCSM – Chartered Federal Employee Benefit ConsultantSM
Jay and his significant other, Courtney, have many interests including travel, art, music, cooking, local and national politics, bicycling, and taking walks. They are empty nesters who enjoy time with their children, family, and friends. They are active in their neighborhood and the broader community.