Jay serves as a Wealth Manager, working directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs.
Prior to joining Creative Planning, Jay was a Wealth Advisor with an Independent RIA where he was responsible for working with clients across the country. He also served on the firm’s investment committee and acted as the lead on tax and insurance planning issues.
Jay graduated from Oklahoma State University with his Bachelor of Science degree in Finance and minor in Accounting. He has also earned his Master of Science degree in Accounting from the University of Missouri-Kansas City and Certified Financial Planner™ designation.
Jay has been ranked as the #2 Financial Advisor in the state of Kanas on Barron’s list of ‘Top Financial Advisors by State’ (2019*). In 2016, he was selected as one of Ingram’s “40 Under Forty” honorees which recognizes the most accomplished business and community leaders in the Kansas City region under 40 years of age.
Jay is active in many professional, civic and not-for-profit organizations, serving on the board of directors for the Greater Kansas City Financial Planning Association and Wildwood Outdoor Education Center.
Jay and his wife Mary Lee reside in Lenexa and have two sons, Luke and Sam. In his free time, he enjoys fishing, golfing and spending time outside with his family.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Wealth Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Wealth Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Advisor. Rankings are generally limited to participating advisors. The Wealth Advisor does not pay a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
IMPORTANT DISCLOSURE INFORMATION – BARRON’S TOP ADVISOR BY STATE
The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.