PROFESSIONAL

Whether as an individual or as a business owner, helping you achieve what is most important to you at every stage of your life is the mission of Jay and his dedicated team of professionals.

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Years of Experience:
Representing Northwestern Mutual since 1995.

Mission:
Helping clients plan today for all their tomorrows with a strategic process that will help give them the peace of mind that they are moving confidently in the direction they desire.

Education:
M.B.A. Business Management, Washington State University
B.A. Accounting, University of Washington
A.A. General, Clark College

Professional Designations:
CERTIFIED FINANCIAL PLANNER™ Professional 
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Retirement Income Certified Professional (RICP®)
Financial Services Certified Professional® (FSCP®)

Associations and Memberships:
National Associations of Insurance and Financial Advisors
Lifetime member of Beta Alpha Psi the International Honor Organization for Financial Information Professionals

AREAS OF EXPERTISE

Financial Planning

Business Planning

Business Planning & Succession

Business Employee & Executive Benefits Planning

Education Planning & Funding

Estate Planning

Planning for Special Needs

Retirement Planning & Income Strategies

COMMUNITY INVOLVEMENT

  • Honored to have served as President of the Clark College Alumni Association
  • Previous Board Member of the Clark College Alumni Board
  • Prior Chairperson of local YMCA for Annual Community Support Campaign
  • Former Board Member of local YMCA
  • Onetime Finance Committee Chairperson for Clark County Historical Museum
  • Recipient of the Prestigious Community Service Award, 2005