Jay is a knowledgeable Insurance, Investment professional with over 30 years within the trust and wealth management industry. Eight years ago, she joined Rethink Wealth providing comprehensive financial solutions. Adding addition resources, she now partners with Wealth Design Group coaching her clients on the truths of investing. Jay cares about her clients and recognizes their growing desire for life on purpose.
By inspiring her clients to eliminate destructive investing behaviors, Jay incorporates empirically tested Nobel Prize-Winning investment principles, income tax strategies, cash flow optimization, asset protection, wealth transfer, and risk mitigation to build wealth. She believes strongly that everyone needs a voice in financial decisions, but they must be educated.
By inspiring and coaching clients on the truths of investing, Jay empowers her clients to experience purpose, fulfillment, and abundance. She then designs plans that support the client’s purpose. Her values are supported by family, love, integrity, excellence, and enthusiasm.
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 Qualifying member of MDRT, The Premier Association of Financial Professionals®. She is a member of Finseca, actively lobbing for the Insurance industry on Capitol Hill. Jay and her husband, Steve live in Aledo, TX. They have 2 grown sons. Hayden lives in Houston with his wife, Chelsea. Preston is married to Taylor and live in Fort Worth.
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)