Business Planning



Jay has been a financial advisor for decades, helping hundreds of clients along the way, and coaching and training other agents to become strong advocates for their own clients. 


Jay holds a Series 7, 66 & 24, holds the RICP® and CExP™ designations, as well as Life and Health insurance licenses in many states. 

Jay and his wife have three sons and are active in their church and their community. They enjoy spending time with their family, fly-fishing, hiking, camping and sightseeing throughout beautiful Colorado