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Jay has more than 42 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.