Background:

Jay’s 20+ years of experience in the industry allow him to develop a deep understanding of a client’s financial needs and to align investment strategies and opportunities with the client’s short-term and long-term financial goals with full transparency.

Before joining Hunt Valley Wealth, Jay worked at T Rowe Price managing retirement plans.  That experience has instilled in him a strong commitment to being a fiduciary focusing on the client’s best interest.  His typical client is a retired business owner or someone who wants to build a financial legacy through multigenerational wealth or philanthropy.

Jay received his bachelor’s degree in communications from the University of Florida and has obtained his CFP® certification.

Personal:

Jay and his wife live in the Baltimore, Maryland area and have two children. Jay is a bourbon aficionado and a big University of Florida fan (Go Gators!), and enjoys working out.

Fun Fact:

In a past life, Jay was a TV news camera man in Florida.

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