Jay is a Wealth Advisor and the Director of Financial Planning for Avior Wealth Management.
He works with his clients to build comprehensive goal-based financial plans that achieve their financial goals and objectives. Having the experience of not only working with his clients directly, but also working on and reviewing many hundreds of financial plans within our firm through the years provides Jay with extensive knowledge that is meaningful to his clients. He understands the importance of process while at the same time able to pivot and customize for his clients based on what is truly important to them.
Jay manages Avior’s financial planning department and planning team for all of Avior’s offices.
Jay earned his bachelor’s degree in finance from the University of South Dakota, and currently serves as past president on the Financial Planning Association of Nebraska Board.