As head of Gratus’ Centralized Planning Group, Jay participates in many of our clients’ initial planning experiences. His role involves helping to direct and hone the firm’s best planning practices, as well as creating and updating client plans. He also provides expertise in areas such as retirement planning, tax planning, insurance planning, estate planning, equity compensation planning, special needs planning, and education planning.
Jay lives in West Atlanta with his wife, Elizabeth; their Goldendoodle, Bella; and their 10 chickens. He is an active member of the community, working with groups on revitalization efforts on Atlanta’s historic Westside. Jay and Elizabeth attend Atlanta Westside Presbyterian Church, where Jay is part of the worship team.
Education, Designations, Licensures:
- University of Georgia – Bachelor of Science in Financial Planning
- CERTIFIED FINANCIAL PLANNER™ certification