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Team

At Blue Jay Financial Group, we believe education is the single most important part of what we do.  We want to make sure you understand how we operate and how our investment and planning philosophy works.  You should leave a meeting with us more informed than when you came in.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Don't hesitate to give us a call, sit down with us over a cup of coffee, and talk about how we can make sure you're on track.

 

I began my career in the financial services industry while attending the University of Toledo. After graduating, I gained unique experience working in the manufacturing and financial industries. This experience allowed me to understand...

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I love what I do. I get to teach everyday and help solve problems that really confound some people. In addition to teaching and planning with clients, Jason Bernal and I manage our investment process and allocation models. This is...

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My entire life has been one long lesson in administration. As a child, my mom brought me to work with her where I would file her paperwork and make her copies. In college, I worked in Data Entry in the Admissions Office and as an...

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I became a licensed insurance agent in 1988 and started my own business (The Wright Agency, Inc.) in 1997 which was purchased by Blue Jay in 2017. I love helping individuals and businesses manage their life and assets. I'm a former...

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