Jay has been helping people make smart decisions about their financial life and money for over 29 years. As a financial planner, he is devoted to making sure his clients receive objective and thorough advice. He has personally completed over 1,800 financial plans. Since every plan is customized, his attention to every detail is a characteristic that sets Integrated Financial Strategies, LLC apart from other planning firms.
He earned a Bachelor of Science from the University of North Carolina in Business and Finance.
Jay is an Eagle Scout and remains very active in the local Boy Scouts of America. In his spare time, he enjoys camping, hiking, and reading Financial Planning magazine. He lives in Annapolis, Maryland, with his wife of over 36 years. They have two grown sons.
Registered Representative and Financial Advisor of Park Avenue Securities. Financial Representative of Guardian® CA Insurance License #0G21819