Jay has been an investment advisor since starting at Merrill Lynch in 2000. Prior to becoming an investment advisor, he spent 20 years of working “behind the scenes” on feature films, television and Broadway. He strives to provide his clients a level of ethics and education which far surpasses that which has become the norm in the financial service industry. His clients possess a keen understanding of their financial goals though the establishment of a financial plan. That plan will fit their specific needs by illustrating education, estate and retirement planning. A strong personal commitment to his clients is an essential part of his business practice. Jay lives in Scottsdale and still loves the movie business.