We know a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.
We take a proactive approach to helping our clients develop a strategy to address their financial goals and objectives.
About . . . Jay
I am an Independent Financial Advisor, Registered Representative and Investment Advisor Representative.
About . . . Michelle
I am the Operating Partner at De Soto & Company. My experience in the financial industry has instilled my desire to provide excellent customer service and discover creative solutions.
Our priority is our client’s financial well-being; yours, your family’s and your business/employees. We endeavor to understand your personal situation and identify your dreams and goals.
We are driven to develop “Long-term relationships” that encourage open and honest communication; this has been a cornerstone of our practice.
As “Fiduciary” we accept our responsibility to present solutions that are suitable and clearly in Your Best Interest.
” Facts tell, Stories sell”- our site is filled with educational videos, articles, slideshows, and calculators designed to help you with financial facts.