Jay Lame, CFP®
Jay serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Jay brings to his clients more than 8 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for an independent investment advisory firm as an Advisor. He has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
Jay earned a Bachelor of Science degree in Finance from the University of Cincinnati where he graduated from the Carl H. Lindner Honors-PLUS program. Jay is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Jay and his wife, Ali, have one son, Trey, and one golden retriever, Louie. In his free time, he enjoys spending time with his family, playing tennis, and golfing.
*See all Creative Planning disclosures and sources.