Jay is an affiliate with Forge & Link Financial Group as well as an agent with New York Life, a career beginning in 1979. Jay’s focus over the years has been in wealth creation, estate planning, employee benefits, and business insurance.
Jay received his BA in Political Science from Whittenburg University. He received his MBA in finance from the Cox School of Business at SMU. He later received his Chartered Financial Consultant and Masters in Financial Services from the American College.
Jay is a member of the National Association of Insurance and Financial Advisors. He is also a Life Member of the Million Dollar Roundtable (MDRT). MDRT, the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. 5005 Lyndon B Johnson Freeway, Ste. 1600, Dallas, TX 75244. (972) 387-2929.