Designations and Licenses

Jay is an Accredited Investment Fiduciary® designee and holds an accident & health or sickness, life, variable life and variable annuity license.

Experience and Education

Jay provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Jay was an investment advisor representative at Newport Advisory.

Jay holds a bachelor’s degree in finance from Northeastern University.

Personal Interests

Away from the office, Jay enjoys running, hiking, golf and cheering for Boston sports teams. He is also a member of Cottonwood Church.