Jay believes in a disciplined process – focusing on the steps to success, not the end goal – which is designed to ultimately deliver success. He focuses on understanding clients’ goals, dreams, and aspirations, and aligning our approach together as we prepare to help clients succeed financially.
Jay digs deep with clients to learn about how he can grow and protect their assets, helping to ensure that the path taken is prudent every step of the way. He is passionate about helping others and enjoys knowing clients are prepared for those unexpected financial events that can happen in their lives. With more than 21 years in the financial services industry, Jay has dedicated his career to simply helping clients make complex decisions that are best for their situation. Jay holds Series 7 and 66 Registrations along with Life, Health and Variable Annuity licenses.
He is married to his lovely wife Wynn, and they reside in Newnan. In his spare time, he enjoys playing tennis (state champion in high school), golf, running, exercising his 105-pound Great Pyrenees, Belle, and most importantly, raising three wonderful children: Jack, Whit, and Anna. Jay serves as Chair on the Fayette County Accountability Courts Board of Advisors, and as a member of the Finance Committee at Newnan Presbyterian Church.