Jay leverages his background as a former consultant with Accenture (Andersen Consulting) to provide consultative insurance expertise in the areas of insurance portfolio management, wealth transfer and alternative insurance funding for high-net worth clientele. He also consults with both mid-market and small closely-held businesses in the areas of business succession and executive compensation planning.

Jay's work is often a collaborative effort with other advisors to strive to achieve the highest degree of satisfaction and success in the various facets surrounding wealth and family.

A graduate of the University of Texas at Austin, Jay holds a BBA in Marketing from the Red McCombs School of Business, and a Chartered Life Underwriter designation from the American College. He has been very active in the Dallas community as a former member of the board of both The North Texas Estate Planning Council and the Neighborhood Service Council.