Individuals wanting an edge in their financial planning decisions may find value in Jay’s broad perspective and depth of knowledge. Those who choose to work with Jay may benefit from his specialization in developing strategies for the expansion, retention, and perpetuation of their wealth.

Jay brings over 25 years of experience as both an educator and a financial professional. He has been published in the Boston Business Journal, the Boston Women’s Journal, CPA Review, Metrowest Daily News (Herald Media, Inc.) and has written for the Boston Estate Planning Council.

Jay received his Bachelor of Arts Degree in Economics from The University of Notre Dame. His accreditations include Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Accredited Estate Planner (AEP),and he is Certified in Long-Term Care (CLTC) Planning. Jay is a Registered Representative with LPL Financial. He has also served on the Board of Directors of Charles River Country Club in Newton, Massachusetts and is a member of the Boston Estate Planning Council and the Society of Financial Services Professionals. Jay is also listed in Who's Who in Finance and Industry.

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