Jay has been in the financial services industry since 2000, designing and implementing financial strategies for individuals and businesses that are focused on Insurance Planning, Tax Savings Strategies, Estate Planning and Wealth Accumulation.
Much of Jay’s time is spent educating Physicians and Dentists on the many aspects of the Financial Planning spectrum. Jay frequently lectures to students, residents, fellows and attending physicians on the following items: Disability Insurance, Life Insurance, 0% Down Payment Physician Mortgages, Debt Repayment Strategies, Retirement Planning, Roth IRA’s, establishing a Credit History, Creating an Emergency Fund and Budgeting.
Jay understands that meeting the Insurance and Financial Planning needs is different for every client and as a result, Jay maintains relationships with over 20- insurance companies and countless investment companies, which allow him to bring appropriate/suitable solutions to his clients, given their specific situation.
Jay holds the professional designations of CLU and ChFC which he attained from the American College in Bryn Mawr, PA. Jay is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Cervices, LLC.
Born and raised in Margate, NJ, and a 1999 University of Maryland at College Park, Jay is married with two children and currently divides his time between Philadelphia, PA and Margate, NJ.