Personal
A resident of Winston-Salem since 1996, Jay lives with his wife, Kimberly, daughter, Gracie and son Jack.
Jay enjoys traveling with his family and is a lover of sports, particularly playing golf and following college athletics.
Professional
Jay is a member of the National Association of Insurance and Financial Advisors (NAIFA). NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
Certified in Long Term Care (CLTC) designation.
Million Dollar Round Table
Jay is both a qualifying and life member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Jay was awarded membership in 2006 and has been a member every consecutive year since. Founded in 1927, the MDRT is an international, independent association of more than 49,500 members or less than 1% of the world's most successful life insurance and financial services professionals from 500 companies in 70 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service and are provided with resources to improve their technical knowledge and sales. MDRT membership is recognized internationally as the standard of sales excellence in the life and financial service business.
Years of Experience
Representing Northwestern Mutual since 1996.
Education
- Wake Forest University - Communications (B.A.)
- Woodberry Forest School
Awards and Recognition
- Million Dollar Round Table Qualifying Member (2006-2014)
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying/Life Member (2015-2022)
- National Association of Insurance and Financial Advisors Quality Award (2011-2017, 2019)
- Award recognizing commitment to excellence in service to clients and industry
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate 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.
