Hello, my name is Jay and I come from a Montana farm and ranch family; I began my career in the fall of 1985 with the idea of helping people financially. I believe you can get everything in life you want if you just help enough other people to get what they want. At the time I started, the Dow Industrial Average was at 1460 and the S&P was at 198.
I spent many years managing security offices for another firm; and during that time, I developed other advisors and I worked with clients on their more complicated financial situations. This background as a businessman and an investor brings me unique insight into wealth management and wealth preservation. These experiences, coupled with a commitment to bring value to the lives of my clients, also enables me to move forward with confidence. I have dedicated more than 34 years to progressively increasing my skill and knowledge as a wealth advisor and CERTIFIED FINANCIAL PLANNERTM professional. I also hold a Chartered Financial Consultant®(ChFC®) designation and many years of continuing education.
I chose to work with Commonwealth Financial Network® because my firm remains independent and free to act in your best interest, without any pressure to promote proprietary products or strategies. I also partnered with Commonwealth because their support and ingenuity go hand-in-hand with my objectives. Together, we make a very strong team and we can provide a value you need to experience. It’s a model that differs from that of some other, larger financial firms whose financial representatives are accountable not just to their clients, but also to the parent company that employs them.
Commonwealth is also independently owned and managed, which means the firm retains the freedom to allocate resources where they’re needed and to act in the best interests of its financial advisors and their clients—not shareholders. This is a big aspect of our business and helping our clients. Please feel free to call/email with any questions you may have. Thank you for visiting my website.