When Jay was a boy, he used to create financial charts for his father, which eventually developed into a passion for the stock market. He also observed his parents always helping others. Their example continues to inspire him. Since that time, Jay’s passion for investing and the desire his parents instilled in him to help others has evolved into a genuine love of working with clients, providing them with peace of mind, and helping them to live a more comfortable and secure life through financial and portfolio planning. Jay has been involved in the financial community for more than three decades. After attending the University of Colorado at Boulder, he started his career at Sanford C. Ber