Jay has an extensive background spanning over a decade, specializing in developing comprehensive investment plans for associations, non-profits, trust companies, businesses, and individual families to help them achieve their financial goals. By working directly with the leaders of these organizations, Jay customizes an approach tailoring each strategy to the unique financial circumstances of the organizations. His top priority is the success of his clients, and he manages an array of portfolios on a discretionary basis, focusing primarily on effectively managing risk while seeking to generate above-average returns.
Before the launch of Finteris Wealth Management, Jay began his career with Wells Fargo Advisors in Jefferson City, MO, as a Financial Advisor. He developed his practice by putting his client’s needs first and staying focused on their success. Today, not only does Jay service the Overland Park and Jefferson City areas, but he also has been fortunate to effectively service multiple clients throughout the entire country.
Jay was born in Columbia, Missouri. He grew up in Jefferson City. Jay attended Jefferson City High and Lincoln University. He and his wife, Emily, currently reside in Overland Park, KS, but remain closely tied to Jefferson City, MO, where they lived while raising their three children, Brenden, Kaylee, and Hayden. Emily is a Manager for Business Development at PFSbrands, in Holts Summit, MO. Jay’s commitment to his clients extends beyond his work. He is actively involved in the community, volunteering his time and support anywhere needed. Jay is a current member of the Chamber of Commerce in Jefferson City and Overland Park.
When not in the office, you can often find him and his family at local community events or any sporting event. They are fans of the Kansas City Chiefs, St. Louis Cardinals, Missouri Tigers, Sporting KC, and the Royals. The family enjoys the outdoors, traveling, hiking, and visiting relatives throughout Missouri.