Making the Complex Simple.

About Jay

“I value getting to know each of my clients on a personal level so that I can help them achieve their financial goals and dreams. Educating clients on their investments is essential to me so that they can start planning now for their future financial success. Working alongside clients as a team creates a comfortable trusting environment.”

Jay graduated from Texas Tech University with a BBA in Petroleum Land Management. He started his wealth management career in 1987 with Mass Mutual in Lubbock, TX. Jay has held various securities registrations since 1988. He is the proud Alumni of Pi Kappa Alpha Fraternity, Epsilon Gamma Chapter.

Jay and his wife Jeanne have two boys Cole and Cade. Cole attends Texas Tech University and Cade attends Flower Mound High School. Jay loves spending time with family and friends at the lake or at the family farm in his free time. His hobbies include hunting, fishing and golf.

Favorite quote:

I’m no genius. I’m smart in spots, and I stay around those spots. – Thomas Watson Jr.

If I could meet anyone, past or present, it would be:

Milton Friedman

Favorite movie:

Talladega Nights: The Ballad of Ricky Bobby

What motivates you:

Naysayers