Jay Capps
Financial Advisor
To inspire others to achieve financial security...and live the life they want
Jay Capps - Financial Advisor
About Jay and His Team
At Northwestern Mutual, Jay and his dedicated team specialize in empowering high-net-worth families and business owners to achieve financial security and optimize their assets. By leveraging individualized planning, they navigate the complexities of long-term financial strategies, ensuring clients avoid potential pitfalls while efficiently reaching their goals. Jay and his team are committed to transforming your financial dreams from mere possibilities into near certainties.
Professional Background
Before transitioning to financial services, Jay made a significant impact in education as a math teacher and basketball coach. He taught middle and high school students a range of subjects from Algebra to advanced Calculus. Known for his ability to simplify complex concepts, Jay’s teaching methods are designed to clarify and unite intricate details into a cohesive plan.
With a coaching career spanning 12 years, Jay has mentored teams from middle school girls to semi-professional men. A highlight of his coaching tenure was leading the Texas A&M Corps of Cadets Club Basketball team to National Championship victory at the Fighting Irish Invitational in 2017.
Transition to Financial Services
Over the past three years, Jay seamlessly transitioned his educational and coaching expertise into his role as a Financial Advisor. His passion for educating clients ensures they fully understand their financial strategies, paving the way for long-term success and confidence in their financial future.
Personal Interests
Outside of his professional life, Jay cherishes quality time with friends and family, enjoys watching sports, hiking, playing golf, and hosting game nights. A lifelong Texas A&M Aggie, most of his Saturdays are dedicated to cheering on Aggie football or basketball. Jay remains actively engaged with the Texas A&M community through the Las Vegas Aggies alumni group.
Areas of expertise
Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.
Financial Planning
Business Planning
Investment Planning & Strategies
Tax-Efficient Strategies
Life Insurance Strategies
Disability Planning for Physicians & Dentists
Retirement Planning & Income Strategies
Estate Planning
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
