Jay is a knowledgeable Investment and Insurance professional with over 35 years’ experience in the financial services industry. Her extensive background in trusts and estates allows her to advise, train and develop an abundantly diverse group of medical professionals, business owners, entrepreneurs, corporations, and non-profits. Jay is a Financial Advisor, Registered Representative, and Investment Coach with Wealth Design Group, a Mastermind Group within Rethink Wealth, utilizing empirically tested, Nobel Prize Winning investment principles.
The current economic environment leaves many families without clarity, confidence or direction, Jay empowers families to experience purpose, freedom, and abundance. By inspiring and coaching on the truths of investing, Jay and her team designs plans to support their clients’ purposes. A properly engineered portfolio based on the academic science of investing, without speculation and gambling, gives clients true peace of mind. Clients’ relationships around money and investing are transformed.
Jay is a Financial Representative with Guardian Life Insurance and a Registered Representative and Financial Advisor with Park Avenue Securities. Jay is a 5-time Leaders Club qualifier and a Qualified member of MDRT, The Premier Association of Financial Professionals®. She is attaining her Master’s Certification with Matson Money and lobbies with Finseca on Capitol Hill for the Insurance Industry. Locally, she serves on the Parker County Health Foundation for almost 20 years and was named 100 Most Interesting People You Need to Meet Before You Die by Parker County Today. Jay and her husband, Steve live in Aledo, TX. They have 2 grown sons. Hayden lives in Tomball, TX with his wife, Chelsea and their son, Rutherford. Preston is married to Taylor; they live in Tulsa, OK. Jay loves to travel, play really bad golf, adore her new grandson, celebrate the moment, and all things family.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas 77056, 281-220-2700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Rethink Wealth is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Please consult your attorney or tax advisor concerning your particular circumstances. Guardian does not offer Property and Casualty insurance. CA Insurance License #0L28420.
2022-137675 (Exp. 5/2024)