Director, Investment Strategy
Years of experience: 20+
BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck
Education: James Madison University
Areas of Expertise: Financial Planning and Investment Management
Speaking Topics: Investment Strategy and Market Outlooks
Jay is WFG’s Director of Investment Strategy, responsible for guiding the firm’s investment strategies and client strategies. Jay leads a team of professionals dedicated to monitoring investments and ensuring a high level of proactive service for all clients. WFG’s values and commitment to investment excellence further enhances our efforts to identify the most appropriate vehicles to promote clients’ long-term goals, and the service clients receive every day. Jay has been a guest lecturer at area universities and sits on investment committee boards for non-profit organizations throughout the Washington, D.C. area.
Fun Fact: Jay has been a part of two local tennis teams that represented the region at the USTA Nationals competition.
Personal Information: Jay lives in Washington, DC and enjoys reading, playing golf, soccer, tennis and attending Washington Nationals games. He is a lifelong Packers fan and Chelsea soccer fan.