Jay is an integral part of Summit’s Exit and Succession Planning Team, working with business owners to devise 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 works closely with the Summit advisors to assist with the review of clients’ business and tax posture to arrive at well-rounded solutions. Lastly, a real passion of Jay’s is to raise the Summit Advisors’ business and tax acumen through monthly educational meetings and analysis of tax law changes.
Jay has more than 39 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 client, 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 – his average ride covers more miles than most of us care to drive in a day! Thanks to a couple of guys at the office, he is also hooked on fly fishing, and he and Julie are making a point to travel abroad as often as possible.
Jay is a registered representative and investment advisor representative of Securian Financial Services, Inc. . Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. TR#2135697 DOFU 05/2018.
2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.
Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#3093842. DOFU 05/2020.