Jay Stenzel, CFP®, ChFC®
Jay was born and raised on a farm and ranch in Geyser, Montana. He attended the University of Montana from 1979 to 1982. In 1992, Jay enrolled in the College for Financial Planning, where he received his CERTIFIED FINANCIAL PLANNER™ certification in 1994. He continued his education through The American College and completed his Chartered Financial Consultant® (ChFC®) designation in 2002. Jay has his FINRA Series 7 and 66 securities registrations (through Commonwealth Financial Network®, as well as numerous life and health insurance licenses.
Jay has more than 34 years of financial and estate planning experience. He started his financial planning career in November 1985 with Waddell & Reed. He became a manager in 1990 and then was the managing principal of the Northern Montana offices for more than 23 years. As managing principal, his responsibilities included recruitment, hiring, training, and product development, and he grew the office from $40 million to $750 million in assets during his tenure.
In 2013, Jay stepped down as managing principal so he could put the focus of his time back with his clients. In November 2016, Jay left Waddell & Reed to start his own company, Guide Star Financial, Inc.
Jay has been married to Lisa for more than 35 years; they have four children.
Keri began working with Jay Stenzel in January 2016. Since that time, she has enjoyed being a part of Jay’s dream of starting his own company with the inception of Guide Star Financial, Inc. Keri works part-time assisting Jay with client services and working on special projects. She has had an interesting and varied employment career, having held positions with Montana’s largest advertising agency, marketing for a museum, and working on ticketing and special events for the City of Great Falls.
Keri has been married to Vern for more than 34 years; she enjoys running, Spartan racing, traveling, and spending time with her family.
Kathy entered the financial services industry in 2014 to serve as an administrative assistant for a Certified Financial Planner in Missoula, MT. Prior to working for his team, Kathy spent 10 years working in the telecommunications industry. She is a Montana native who grew up in small town in North Central Montana. She graduated from MSU Northern with an associate’s degree in environmental technology. After college, she traveled extensively throughout the United States and gained work experience in many fields. She recently moved back to Great Falls to be closer to family and enjoy the quality of life this town has to offer.
Kathy’s interests outside of work are varied, but she does enjoy the outdoor activities that Montana provides. She enjoys camping, rafting, biking, running, hiking, and the occasional game of golf. She also has a Shetland sheepdog who keeps her busy during her downtime.