Jay has more than 15 years of industry experience. He believes planning for financial success may be complicated in todays world. A broad knowledge of planning issues from investments planning to tax and estate planning is a must. He is dedicated in assisting clients to identify their goals, develop a financial plan on sound advice and implementation of the plan with updates on a regular basis. He joined Lighthouse Strategic Advisors to bring the necessary team approach to all his clients. He works with families, business owners, and executives using unique planning process to bring success to their goals.