Jay believes in an educational, thorough and truly analytical approach to advanced retirement, investment, estate and charitable planning. Jay distinguishes himself by listening carefully to clients. He believes that successful planning can only be achieved through a financial planning process that is customized, effective and meaningful for each client. Jay’s retirement risk management techniques have recently been noted in a leading national publication for other financial advisors.
Jay has been affiliated with Lincoln Financial Advisors and serving clients since 1991. Jay has earned the CERTIFIED FINANCIAL PLANNER™ professional certification. He is a member of Lincoln Financial Advisors’ planning group called The Resource Group, an invitation only nationwide network of top 200 planners within Lincoln Financial Advisors Corp. as well as a member of Sagemark Consulting Private Wealth Services of Lincoln Financial Advisors Corp. that focuses on the high net worth marketplace. Additionally, Jay has consistently been listed in the FIVE STAR Wealth ManagerSM Award* ** which recognizes financial advisors in the Cincinnati area who provide exceptional service to their clients. In the field of securities, Jay holds Series 6, 63 and 7 registrations. Jay specializes in advanced retirement planning and retirement risk management, investment planning, estate planning and charitable planning for corporate executives, retirees, professionals and business owners.
Jay has been a key note speaker for the Procter & Gamble Retired Officers Association as well as a transition seminar for P&G retirees. The growth of Jay’s practice has come solely from referrals from clients. Jay prides himself on extremely high client retention ratios, due in part to a low staff-to-client ratio and to his team’s extraordinarily attentive client service. Jay constantly is involved in continuing education, licensing renewal and industry best practices by attending workshops, professional seminars and meetings throughout the country. Jay’s objective is to bring a depth of wisdom and knowledge to every financial planning situation.
Jay graduated from Valparaiso University in 1981 with High Distinction and with a degree in Political Economy. He also has a degree from Christ College, the honors program at Valparaiso. He has a number of published articles and is a member of the board of trustees of The Hillside Trust. He resides in Cincinnati, Ohio with his wife, Lee Anne and their Labrador retriever, Einstein. He is an avid hiker and travels extensively for both business and pleasure.
*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. A fee of $0 was paid for the award. The award was independently granted and membership in an organization was not required Working with a Five Star Wealth Manager is no guarantee of investment success.
**Jay was a recipient of the Five Star Wealth Manager Award in 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016 and 2017.