Jay works with business owners, corporate executives, and high-net-worth individuals, helping clients navigate investment management, comprehensive financial planning, and tax-efficient planning.

He takes a strategic and analytical approach to planning, with work that is intended to provide clarity, structure, and confidence throughout the planning process.

Jay earned a Master of Engineering from Texas A&M University. His background in engineering and wealth management supports a methodical and solutions-focused approach to helping clients pursue long-term financial objectives.

Outside of work, Jay is a proud family man and enjoys playing music, photography, motorsports, and supporting community organizations and service initiatives.

Serving clients across the East Bay and surrounding communities—including Danville, Dublin, Pleasanton, Walnut Creek, and other nearby areas.