Jay specializes in client services and plan development, utilizing his love of numbers to create investment plans and strategies for Provision clients. He holds a Series 65 designation with FINRA; is an Investment Advisor Representative with Provision Asset, LLC; and is also a Finance educator with the Council of Financial Educators.
As part of his work with Provision, Jay also runs a Medicare practice helping people understand how the system works, what recent plan changes have happened, and helping them find products that meet their needs.
Jay finds that the work he does with Provision Retirement is the perfect combination of serving people and working with finances.
He also serves as the pastor of Cross Fellowship Church in Savannah, TX. He and his wife, Christi, live in Savannah and have two children and a dog. Because of their commitment to the well-being of people and the development of community, they have created a home focused on hospitality and care for others. Provision Retirement is an important part of that work.