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 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.