Jay joined CarsonAllaria Wealth Management in November of 2021. Jay’s primary responsibility is working with clients to bring them clarity and confidence around their financial plan.

“My goal for every one of my clients is to make sure that we have left no stone unturned when it comes to their financial plan. I believe that evaluating the entire plan ensures that everything is working together in a cohesive fashion, helping clients achieve their goals as efficiently as possible.”

Jay has 6 previous years of industry experience in the financial services industry. He graduated from SIUE with a Bachelor of Science degree in Business Administration with a specialization in Finance. He holds his Series 65 Securities License and Life and Health Insurance License. He is AHIP (American Health Insurance Plans) certified and is in the process of completing his EA (Enrolled Agent) certification.

Jay was born and raised in Bethalto, IL. He currently lives there with his wife Sierra. In his free time, he coaches and enjoys playing golf, traveling, and spending time with his friends and family.