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.
Financial Advisor | Enrolled Agent
I have been advising clients for the last 9 years and love helping people save and invest.
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!
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!
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!
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.