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 first priority is helping you take care of yourself, your family and/or your business.
Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
As “Fiduciary” we are focused on Your Best Interest, first and foremost!