Jay helps lead the KPM Wealth Advisors team and provides value through asset management, retirement income planning, and lifestyle preservation solutions.
Practice Emphasis
- Specializes in financial, wealth, & insurance planning
- Uses accounting experience to provide comprehensive solutions
Credentials
- Certified Public Accountant
- Registered Representative
- Investment Advisor Representative
Education
- B.S. degree in Accounting, Missouri State University
- Participates in 40+ hours of CPE annually
Professional Memberships
- American Institute of CPAs
- Missouri Society of CPAs
Licensing
- Series 7 & 66
- Missouri insurance licenses for life, accident & health, variable contracts
Community Involvement
- Leadership Springfield, Class IV Graduate