Jay joined TruPlan Financial Advisors in 2024 as a Financial Services Associate, with a focus on client service, trade execution, and back-office operations. He earned his bachelor’s degree from Grand Canyon University and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation, with the CFP® exam scheduled for 2026.
From onboarding and service requests to meeting prep and investment execution, Jay is known for his reliability, attention to detail, and commitment to improving the client experience.
Originally from Minnesota, Jay enjoys playing volleyball in his free time and brings the same energy and teamwork from the court into his work with clients and the TruPlan team.