Jay Perry specializes in helping families align their money with their goals and values to create a meaningful life and a meaningful legacy. He received his Master’s degree from Andrews University in Berrien Springs, MI. He is a fiduciary investment advisor representative (Series 65).
Jay started in finance after 20 years as a pastor and church planter. During his pastoral ministry, he helped families and individuals get out of debt and onto solid financial footing as a Financial Peace University facilitator and as a financial coach certified by the American Association of Christian Counselors.
After moving to Maryland, Jay became a tax preparer, investment advisor representative, and insurance agent specializing in Medicare education.
Jay’s grandfather served in the Korean War, his Uncle is a retired Coast Guard officer, and his nephew is currently an Abrams tank maintainer in the Army.
Jay and his team provide comprehensive retirement planning that focuses on meeting your financial needs through all phases of life: accumulation, preservation, and distribution.
Jay is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association (FPA). He holds an Accredited Investment Fiduciary® (AIF®) designation from Fi360.
In addition to his work as a financial advisor, Jay is married and has a son in high school. He actively volunteers for several ministries at his church and is a frequent guest speaker at other congregations. He is part of the local Chamber of Commerce and is an active participant in multiple business service groups.
Services Include:
- Financial Planning
- Investment Planning
- Retirement Planning
- Social Security Planning
- Income Planning
- Pension Planning
- Legacy Planning
- Life Insurance
- Disability Insurance
- Long-term Care Insurance
- Tax Planning / Preparation
- Accounting Services
Designations, Certifications & Licenses
- Accredited Investment Fiduciary® (AIF®)
- Maryland Tax Preparer Certification
- Life & Health Insurance Licenses
- Series 65 License
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