What three words best describe you?
Funny, Grateful, Curious
What is the best piece of advice you have ever received?
I came across a piece by Charles Swindoll when I was in my early years as an advisor and it helps to remind me of my purpose every day. Charles states: “The remarkable thing is we have a choice everyday regarding the attitude we will embrace for that day. Life is 10% what happens to me and 90% how I react to it. We are in charge of our attitudes. Attitude ultimately determines our Altitude” – Charles Swindoll
Clarity, to me, is having a strong understanding of where you’ve been, why you’re here, and where you want to go.
Jay is the founder and managing partner of Clarity Wealth Management. After graduating from Christ College, the Honors Program at Valparaiso University, in 1981, Jay established himself as a young professional and entrepreneur, creating his own irrigation landscaping company. After selling the company and taking “early retirement” at age 30, Jay’s detailed and analytical work ethic led him to the world of financial planning. Starting in 1991, Jay has helped his clients find educational, collaborative, and thorough solutions to advanced retirement, investment, estate, and charitable planning. Most recently, Jay and his team have created the Clear Path Process™, an innovative, customized, and effective planning process that helps each of their clients find clarity to and through their retirement path. Jay distinguishes himself by listening carefully to his clients’ personal and financial needs.
Jay has extensive experience in working with a wide range of clients including corporate executives, retirees, professionals, business owners and single females who are looking for a guide to take them on a path to their financial future.
When he is not working to blaze a path for his clients, Jay enjoys spending time with his wife Lee Anne and rescue dog, Trudy, working on their newly acquired farm. Much of his inspiration for The Clear Path Process™ came from his love of this 98-year-old farm and his passion for hiking and travel. Jay hopes to one day make the farm a place where people can redefine themselves and help give clarity to their own lives.
Jay holds FINRA Series 6, 63, and 7 registrations. Jay has been affiliated with Lincoln Financial Advisors for over 27 years. Jay has earned the CERTIFIED FINANCIAL PLANNER™ certification. He is a member of a number of Lincoln Financial Advisors elite planning groups including The Resource Group (The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors)., Premier Partners (Lincoln's Premier Partners program is an internal designation based in part on assets under management, sales and compliance criteria). and Sagemark Consulting Private Wealth Services (A select member group within Lincoln Financial Advisors Corp. which focuses on clients in the high net worth market). Additionally Jay has been listed in Cincinnati Magazine as a Five Star Wealth Manager in the Cincinnati Area since 2008.(The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from http://bit.ly/2dVQQFc.)