As a naturally inquisitive and detail-oriented team member, Jay supports clients and advisors with precision, care, and a genuine curiosity for how every piece of the financial puzzle fits together. A graduate of Penn State University, he brings a strong work ethic and a passion for helping others to every aspect of their role.
Outside the office, Jay enjoys cheering on baseball games, listening to music, and spending time with family. A fan of DIY and home renovation projects, Jay brings that same hands-on, thoughtful energy to his work with clients every day.