Advisory Services Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
Jay offers financial planning focused on optimizing wealth accumulation and preservation for clients.
Jay, a seasoned Wealth Advisor, offers comprehensive
financial planning services aimed at optimizing wealth accumulation and
preservation for his clients. With nearly 15 years of experience in financial
services and an additional 20 years in management, he brings valuable insight to the group.
Previously, Jay managed his own practice at a financial agency, focusing on personal and commercial lines insurance, annuities, and investment products. He takes pride in delivering personalized guidance and support to his clients throughout their financial journeys.
Personal and Commercial Lines Insurance, Annuities, and Investment Products
Jay's commitment to excellence has earned him recognition, including three All American and five All Star Awards. He was also twice honored as Financial Rep of the Year for his contributions to the field.
Investment advisory services offered through Midland Wealth Management, a trade name used by Midland Wealth Advisors, LLC, a registered investment adviser. Securities offered through LaSalle St. Securities, LLC, Member FINRA/SIPC. Insurance products and services offered through LaSalle St. Insurance Services. Midland Wealth Advisors, LLC is not affiliated with LaSalle St. Securities, LLC. Investment and insurance products and services are: not insured by the FDIC, not deposits, and may lose value.
Our team of dedicated professionals are here to support you.
