Our Team

Image of Jason Bernal, CFP®

Jason Bernal, CFP®

Founder | CERTIFIED FINANCIAL PLANNER™

Jason is the owner of Blue Jay, and his unique experiences have allowed him to grasp the complex world of business while making it simple for his clients to understand.

Image of Caleb Frankart

Caleb Frankart

Financial Advisor | Enrolled Agent

I have been advising clients for the last 9 years and love helping people save and invest.

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Curtis Weisenburger

Associate Financial Advisor

I hope to use my various personal, educational, and financial experiences to help others navigate the questions and find solutions to the problems in financial planning.

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Jenny Greear

Operations Manager

With decades of experience in leadership, finance, payroll, and a whole slew of office operations, Jenny fits her role of Operations Manager perfectly!

Image of Jaimee Frey

Jaimee Frey

Relationship Manager

Jaimee's energy and love for people pour into every area of her life, and at Blue Jay, clients get to reap the benefits!

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Kristen Stelzer

Relationship Manager

I’ve worked with clients and had the privilege of serving them on an individual level in some fashion for the last 20 years and have always loved it!

Image of Nichole Wagner

Nichole Wagner

Relationship Manager

Past experiences and skillsets built throughout the years, paired with a passion for people have helped equip me to support our clients in my role as a relationship manager.