Jay joined the firm in 2011 in our Milwaukee office and is now a Senior Vice President. He earned his bachelor’s degree in Finance with a Financial Planning emphasis from the University of Wisconsin-Whitewater and a certificate of major in accounting from the University of Wisconsin-Milwaukee. With over 20 years of experience, Jay is a strong believer in being a fiduciary advocate for his clients and has worked with a broad range of clients from high net worth individuals to corporations. In his spare time, Jay enjoys golfing and spending time with his family.