Dedicated Team
Our Team

At Our Firm, We Have The Client—And Only The Client—In Mind.

Roman Lejuene
Events Coordinator
Lisa Lawson
Office Manager
Trish Gallagher
Customers Experience

Retired from The Permanente Medical Group

- Leila E, MD
“Jay is a terrific fellow to work with. He's knowledgeable and shares that knowledge in an understandable way. I worked with him as I transitioned from full time work to retiree status.. I was presented with options to maximize my 'retiree' streams of income, but never pressured and we built a great plan for myself and my 2 daughters. I appreciate his guidance and highly recommend him!”

Virtual Treatment practice, Peter is Jay’s client

- Peter Yellin, CEO - MD (retired)
“Jay's retirement analysis service did a nice job of projecting out what my tax picture would look like, where I was headed was headed with income scenarios, taxes, fees and other expenses. It was an eye opener...there's a lot to it. I have a good chunk in my Profit Sharing and 401ks, and always wondered how that's gonna shake out with the government.”


- Edwin C
“I urge you to heed this message. Jay has helped me develop a tangible and structured plan. And you know I have now and will have increasing amounts of tax advantaged cash that is also very liquid. So when I see an opportunity I’ve got the means to get in, yes at lower levels than before, and stay within my framework Numbers don’t lie! ”

J and JM - North Carolina

- JM
“Jay I love that you listen so well and each time I express a concern you examine it and offer alternatives. That is true customer service, and plain old caring. Yes, let’s meet Tuesday. 6:30 ok??”

At Our Firm, We Have The Client—And Only The Client—In Mind.


Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our national community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.


Schedule a free, no obligation 30 minute Zoom chat.

Let us help you keep more of what you’ve worked hard for – and protect your money. Schedule your 30 minute complementary phone chat so we can discuss the most efficient way to proceed.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.