About Jay
When it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important.
Areas of focus
Credentials & background
Clients served
FamiliesIndividualsBusiness Owners
Regulatory
- Firm CRD #5685
The firm
Prudential
Nothing compares to the feeling of helping a family or individual plan for their financial future.
16260 N 71st Street, Suite 150a, Scottsdale, AZ, 85254-1591$1.6T assets under management