Jay works closely with our clients and collaborates with their advisors to provide integrated wealth management advice and counsel to create custom solutions and manage sophisticated investment strategies. Prior to joining Maslow Wealth Advisors, Jay served clients at AdvicePeriod in Los Angeles as a Wealth Management Analyst and BBR Partners in New York City as a Vice President of Portfolio and Wealth Advisory.

Jay has a Bachelor of Business Administration in Finance from the University of Texas at Austin and is a CERTIFIED FINANCIAL PLANNER™ professional.

He is a basketball fan, runner, and chess player. Fun fact – Jay met his wife while performing at a stand-up comedy show in Dallas.