Simply Stated Team
Our professionals can help put you on track toward the retirement you want.
Priscilla earned a Bachelor’s degree in Communications from the University of South Carolina and a Masters Degree in Marriage and Family Therapy before answering God’s call to focus on financial solutions. She is fully dedicated to addressing the five main concerns for retirement: health coverage, asset protection, life insurance, legacy planning, and retirement income.
Jay is insurance licensed and has passed his Series 65 Securities exam, which allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and do what is in the best interest of his clients when providing investment advice.
Jay chose to be an independent wealth advisor so he wouldn’t be limited in the tools and strategies he could provide to create the best possible retirement plans. He works with his clients to create holistic retirement plans that focus on five key areas of retirement: income planning, investment management, tax optimization planning, health and long-term care planning and estate planning.
He is devoted to his Christian faith, loves to spend time with his family and enjoys watching sports and fly-fishing. Jay currently resides in Bluffton, SC, with his wife Priscilla and two teenage children.
Looking for more personalized guidance? During a 30 to 45-minute meeting, we’ll sit down to discuss your goals and concerns.