Jay Lovelady

Financial Manager

ay graduated from Southern New Hampshire University with a bachelor's degree in business.

He has been in customer and public service for over 20 years and knows how to acknowledge

and respond to his client's needs. He uses his education and administrative skills to help

individuals and their loved ones navigate fiduciary challenges and achieve their ideal life goals.

Outside of work, Jay enjoys hosting tabletop game nights for his friends and exploring the

outdoor sights of Washington state with his fiancée. 

OUR TEAM