Jay understands that the best way to achieve your financial goals is to identify your current financial picture with your future financial goals. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, he works with clients to define their vision of a secure financial future, focusing on providing solutions in line with that vision, and working towards achieving results.Life's complexities leave little room for "standard" approaches, so Jay uses a four-step approach in working with clients:Get to know clients Analyze Needs Identify Solutions Keep in Touch He relies not only on his own experience and expertise, but also on the knowledge and strength of a team of professionals available through the Northwestern Mutual Financial Network. Together, they can provide the guidance clients need to start down the path to financial security.

Collection Supervisor acting as a active collection agent as well as managing and supervising a staff of 10 collection agents.