A native of Stillwater, Jay graduated with a degree in Economics from St Olaf College in Northfield, MN. In addition to his college degree, he also completed his Certified Financial Planner (CFP®) Certification in 2015.
Prior to joining EFS Advisors in 2011, Jay spent nearly three years as an operations analyst for a management solutions company, where he fine-tuned both his analytical and problem-solving skills. Jay has carried over this knowledge to his role as a financial advisor and provides advice to individuals and families seeking a comprehensive financial investment strategy, helping them accomplish both short and long-term goals. Additionally, his extensive knowledge of TRA and pensions, Social Security, and multiple investment strategies, has allowed Jay to deliver tailored plans to his clients based on their unique investment goals.
Jay still resides in Stillwater, along with his wife Kali and two daughters — Sage and Poppy. When not busy at work, Jay also enjoys playing softball, volleyball, and participating in various other outdoor activities with his family and friends.