Jay serves clients as a Wealth Advisor and as a member of the Wealth Advisory committee along with other sub-groups focused on improving Vigilant’s commitments in areas including Estate Planning, Tax Planning, Cash-Flow management and Business Planning. Prior to joining Vigilant Jay spent 8 years in the financial planning industry across the banking, investment management and private wealth sectors. Jay received his undergraduate degree from the University of Southern Maine with a double major in Finance and Risk Management before pursuing his graduate degree in Personal Financial Planning from the College for Financial Planning. Upon completion of his graduate work, Jay finished his fourth professional designation, serving as a CERTIFIED FINANCIAL PLANNER®, Accredited Wealth Management Advisor®, Accredited Portfolio Management Advisor® and Master Planner in Advanced Studies®. In his spare time, he volunteers as an educator with Junior Achievement of Maine working to improve the accessibility and quality of financial literacy education in southern Maine. Jay lives in Brunswick, ME with his wife, their son, their two dogs and two cats.