Our Team

Jay Gilson

CBEC®

Senior Director, Financial Advisor

Jay is an integral part of Summit’s Exit and Succession Planning Team, working with business owners through the process of transition strategies. Jay also lends his technical expertise in collaboration with other tax and legal professionals throughout the process. Being able to speak their language is tremendously helpful in the teamwork necessary between professionals.

 

Jay has more than 35 years of experience working with closely-held businesses, their owners and large family groups. His favorite part of the work is developing meaningful relationships with the clients, which enhances his ability to help them reach their goals. Prior to joining Summit financial Group, Jay was a stockholder and Chief Operating Officer for RINA accountancy. He also managed the firm’s tax department where he was responsible for tax posture, compliance systems, and firmwide tax training.

 

Jay calls Fremont his home and lives with his wife, Julie. Jay’s passion outside the office is cycling, where his average ride covers more miles than most of us care to drive in a day!  A couple of guys at the office have gotten him hooked on fly fishing, and he and Julie are making it a point to travel abroad.

 

 

 

Jay is a Registered Representative of Securian Financial Services, Inc. This information should not be considered as specific tax/legal advice. You should consult your tax/legal advisor regarding your own specific tax/legal situation. TR#1227214 DOFU 06/2015.

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