Jay formed Bridge Financial Group in 2012 and serves as President. He has been an advisor to affluent families across the country for over twenty-five years.
Jay oversees the firm’s primary clients, supporting them with wealth transfer planning and life insurance portfolio design and management.
Jay is a member of the Society of Trust and Estate Practitioners (STEP), the Rocky Mountain Estate Planning Council, and the Denver Estate Planning Council. He speaks publicly on the subject of advanced planning and insurance matters, most recently at an International STEP Conference. He is active in the Denver community and serves on the board of directors for several non-profits including Colorado UpLIFT, Denver Broncos Charities, and Leadership Program of the Rockies.
Jay graduated from Bates College in Maine with a Bachelor’s Degree in Mathematics and holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College. He and his wife have four children and he is passionate about skiing in Vail.