Jay has been helping people develop sound, conservative investment strategies for more than 20 years. He works with people from all backgrounds, income levels, and in every phase of their financial lives.  

Jay attended John Carroll High School in Harford County, Maryland, and earned a B.S. in Business Administration from University of North Carolina at Chapel Hill, Kenan-Flagler Business School. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  

In addition, Jay earned the Certified Financial Planner™ certification in the spring of 2007. The CERTIFIED FINANCIAL PLANNER™ certification identifies those individuals who have passed the CFP^® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. He draws on this knowledge to help his clients navigate the wealth planning process, listening to their goals and developing a highly customized plan suited to their financial future and lifestyle. 

A lifelong Maryland resident, Jay lives in Phoenix, Maryland, with his wife, Jamie, a former elementary school teacher. When not spending time with his children, Alex, Isabella, and Zachary, he enjoys cooking, golfing, and mountain biking. Jay is active in the community and volunteers for the Carroll Manor Recreation Council assisting with his kids’ sports. He has also volunteered with Habitat for Humanity, the Special Olympics, and the Blue Water Project.

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Matt began his financial services career in 2013 while earning a B.S. in Business Administration with a concentration in Finance from Towson University.  After gaining years of experience in different fields of the financial industry, including equity research, financial planning, and wealth management, he then went on to attain the Certified Investment Manager Analyst^® designation from the Investments & Wealth Institute.  The CIMA^® designation identifies those individuals who have successfully completed coursework surrounding complex portfolio construction, investment analysis, and comprehensive wealth management in accordance to clients’ philanthropic mission, investment philosophy, and financial goals.  In addition, Matt holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Born and raised in the Baltimore area, Matt lives in Bel Air with his beautiful daughter, Karson. Outside of the office, Matt enjoys swimming, sports, traveling, and spending time with family and friends.

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With more than 25 years of financial services experience, Barb is an asset to the team and is committed to providing top-tier service to our clients. Her responsibilities include account-related support and administrative operations. She holds Series 7, 63, and 66 securities licenses.  

Barb lives in Fawn Grove, Pennsylvania, where she and her husband, Tim, raised three children, Amy, Brooke, and Carley. She enjoys working on home improvement projects, gardening, hiking, and boating.

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