Jay’s core principle: help clients navigate bumps by strategically planning ahead for challenges.
An avid cyclist, Jay knows what it’s like to power through a tough climb, but he’s also not one to simply grind it out. Jay prefers to use strategy—a punch of the pedal here, a hop out of the saddle there— to conquer the hills he encounters on his rides.
Jay relies on a similar strategy to help his clients overcome their proverbial mountains, too. In his role as a Business Partner, he advises private companies while also overseeing the firm’s outsourced business advisory services. Jay remains committed to a core principle of his 25-year-plus practice to help his clients navigate bumps in the road: plan ahead for challenges and follow a strategic approach.
Having advised businesses across several industries, Jay is a particularly valuable sounding board for owners of closely held businesses, high-net-worth individuals, and entrepreneurs. His expertise ranges from tax, audit, and accounting specialty areas to financial reporting and business advisory services. Jay also specializes in helping businesses visualize a clear path forward with strategic planning, financial forecasting, outsourcing, process improvement, and fraud investigation.
When he’s not plotting the best approach to a challenging hill or business issue, Jay is likely to be found competing on the soccer field or relaxing with family and friends.
What do you like to do in your free time?
I ride my road bike for exercise, clear my mind and purpose (for causes like MS150 bike ride each year in June), play golf with friends and family, fish with my family, cook with my family and hang out with my family.
What was your first job growing up?
I worked at Ace Hardware as the helpful hardware man. I worked on the retail floor in the store helping customers with problems with household repairs.
Who has been the biggest influence in your life and why?
Mom and Dad. Family comes first. Be humble. They instilled the morals & values and shaped who I am today, always be respectful, honest, and have an ethical conscious.
Me and my two boys at the finish line of the multiple sclerosis (MS) - MS150 bike ride. After 2 days of riding my bike for a great cause, raising money and then get to see my family at the finish line!
- Consulting & Advisory
- M&A Advisory Services
- Manufacturing and Distribution
- Professional Services
- Automobile Retailers
- Bachelor of Arts in Accounting, Saint Mary’s University of Minnesota
- American Institute of Certified Public Accountants (AICPA)
- Minnesota Society of Certified Public Accountants (MNCPA)
- Association of Certified Fraud Examiners (ACFE)
- Certified Public Accountant (CPA)