San Ramon, CA (PRWEB) February 05, 2015
Jay has 35 years of experience working with closely-held businesses, their owners and large family groups. Jay's passion is the people aspect of the business in developing meaningful long term relationships.
Jay is an integral part of Summit’s exit and succession planning team as they work with business owners through the process of transition strategies. Jay also lends his technical expertise in collaboration with other tax and legal professionals throughout the process. Being able to speak their language is tremendously helpful in the teamwork necessary between professionals.
Prior to joining Summit financial Group, Jay was a stockholder and Chief Operating Officer for RINA accountancy and prior to that position, managed the firm's tax department where he was responsible for RINA's tax posture, compliance systems, and firm wide tax training.
Commenting on Jay’s appointment, Nathan Bennett, one of the Founding Partners at Summit Financial Group, LLC, said, “Summit is excited to add Jay’s expertise in tax, estate, and succession planning to our team of professionals. Jay brings an unmatched combination of strategic vision and deep technical knowledge that will help make Summit’s advisors invaluable to clients and their other professionals.”
Summit Financial Group, LLC is a comprehensive financial planning and wealth management firm dedicated to providing insight and solutions that assist our clients in the pursuit of their financial independence. Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions. Our mission is to educate clients so they understand their financial picture, and implement solutions that match their priorities and resources.
Summit does not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Summit Financial Group, LLC is independently owned and operated. TR# 1110928 DOFU 02/2015.
For further information about Summit Financial Group, LLC please visit http://www.summitadvisors.com.