Jay Wells is a seasoned financial advisor with over 17 years of experience helping individuals, families, and businesses plan for retirement and achieve long-term financial success. He specializes in comprehensive financial planning and the design and management of corporate retirement plans.
Jay holds the Accredited Investment Fiduciary® (AIF®) designation, reflecting his commitment to the highest standard of fiduciary care and ethical responsibility. He is passionate about delivering personalized advice and creating strategies that align with each client’s unique goals.
Whether working one-on-one with families or consulting with business owners on 401(k) plans, Jay is known for his practical approach, clear communication, and dedication to client outcomes. Outside of work, Jay enjoys doing anything that brings him closer to his wife and four kids.