Jay’s practice focuses on retirement income planning and helping his clients to maximize their lifestyles throughout retirement.
The Center for Fiduciary Standards has awarded Jay the AIFÂ® designation for his service and expertise. As an Accredited Investment Fiduciary, Jay holds Series 6, 7, 63, and 65 registrations from the Financial Industry Regulatory Authority (FINRA). He also maintains a Life and Health insurance license to help clients protect and preserve their assets.
Growing up in a military family, he has lived all over the country. Jay loves golfing, woodworking, and spending time outdoors with his wife and four kids. Nothing recharges him more than a weekend of camping together and exploring Utah’s stunning landscapes.