Jay is the Founder and CEO of Peak to Port Wealth.
Here are a few words from Jay:
“Our family moved to Wilmington, North Carolina from Colorado in 2017. My dad grew up on a farm about 40 miles outside of Wilmington and I spent summers on the beach here as a child. Wilmington has been my favorite place as long as I can remember. in After my military career and over 15 years in the financial services industry, in 2019 we decided to serve clients differently and do it ourselves…so we created our own firm with the goal of helping people to succeed financially.”
Jay currently serves clients in multiple states to include: North Carolina, Kentucky, Colorado and Illinois.