Jay is knowledgeable in the areas of Investment, Insurance and Trusts with over 30 years in the industry. She cares about her clients and recognizes their growing desire to maximize wealth; leaving a meaningful, lasting legacy. Passionately, Jay delivers advanced strategies addressing financial balance, tax minimization, income maximization, asset protection, lifestyle, wealth transfer and risk mitigation. Her long-lasting relationships are paramount to her success.
While Jay works with a variety of clients, her focus is with physicians, dentists and business owners. She understands their devotion and enormous challenges growing their practice / private company. Jay engages with her clients delivering clearly defined strategies - helping them to maximize profits and results. Continuous monitoring and guidance provides the success and legacy Jay’s clients deserve and cherish.
Jay has her FINRA securities licenses 7 and 66 allowing her to act as a Registered Representative and Financial Advisor for Park Avenue Securities. She also has her General Insurance and Property & Casualty licenses. Jay earned Leaders Club level recognition and qualified for MDRT. She is actively involved with AALU and thoroughly enjoys her involvement lobbying in Washington DC for the insurance industry.
Jay graduated from Texas A&M University with a BBA in Accounting. She and her husband, Steve, live west of Fort Worth in a small town called Aledo where they raised their 2 boys. Both boys graduated from Oklahoma State University. Hayden earned his JD from Texas A&M School of Law. Preston is a Civil Engineer and lives in Dallas, TX with his wife, Taylor.
Away from the office, Jay manages her family’s farms in Iowa and locally serves on several boards including Parker County Health Foundation, Women Executives Building Businesses, Women for OSU and Brighter Orange. Her favorite pastimes are anything with Steve, Hayden, Preston and Taylor, trips to Napa and golfing with the girls.
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. CA license 0L28420.