Jay has built his career on honesty, integrity and a genuine concern for clients, values that first drew him to Baird in 1998. With more than 30 years of experience, Jay strongly believes the foundation of a successful wealth management plan is an understanding of each client’s goals, values and personal situation. He specializes in investment management and asset allocation for individuals, families and institutions.
Jay majored in mathematics at Lawrence Technological University before obtaining his Accredited Asset Management SpecialistSM designation. He also successfully completed Baird's Investment Consultant Program, hosted by the University of Chicago Graduate School of Business. This intensive multi-day course focuses on the needs of clients who are going through major life transitions, such as retirement, divorce or sudden wealth creation and how best to prepare for the financial issues those events can trigger.
Jay and his wife, Jennifer, reside in Highland. He has two grown sons. In his leisure time, he enjoys golf and reading.