Jay Lame, CFP®
Wealth Manager, Partner
Jay serves as a Partner and 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.
With more than a decade of experience in the financial services industry, Jay has developed an in-depth knowledge of providing clients with comprehensive wealth management. Jay worked as an advisor for an independent investment advisory firm prior to joining Creative Planning.
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 three children: Trey, Finn and Lucy. They also have two golden retrievers, Louie and Moose. Jay enjoys spending time with his family, playing both tennis and platform tennis, and golfing.
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