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.

Image of Jenny Greear

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 Kristen Stelzer

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 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!