Earning a spot on the Forbes/SHOOK list of "Best-In-State" Wealth Advisors (2020), Kelly has provided customized financial guidance for more than 40 years. He is a graduate of The University of California, Berkeley and has studied at both The Wharton School at the University of Pennsylvania and INSEAD business school in Fontainbleau, France. Kelly has been an active member of the American Red Cross, Bay Area Chapter, for over four decades with involvement ranging from Chairman of the Board to food distribution. He is also a proud supporter of veterans' affairs, having served as an Army Officer in Vietnam.

Registered States:
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, WA, WI, WV, WY

Gabriel Jay holds the designation of CERTIFIED FINANCIAL PLANNER™ and specializes in multi-generational asset management and financial education. Since beginning his career in 2000, Gabe has received several prestigious recognitions including being named to the Forbes/SHOOK list of "Best-In-State" Wealth Advisors in California (2021), listed on Barron's Top 1200 State-by-State Advisors for California (2021), and selected as one of On Wall Street's "Top 40 Advisor Under 40" (2018). Raised in the SF Bay Area, Gabe attended Vanderbilt University in Nashville, Tennessee, where he majored in both Organizational Development and Political Science.

Registered States:
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, WA, WI, WV, WY

Shirlyn specializes in Account Administration and Client Relations. A graduate of Saint Mary's College of California with a B.A. in Leadership and Organizational Studies, she also brings experience in the areas of Cashiering and Operations to Jay Family Partners. Shirlyn was raised in the Bay Area and currently lives in the East Bay with her husband and two children.

Shelley brings 23 years of industry experience with her to Jay Family Partners. Shelley holds the designation of CERTIFIED FINANCIAL PLANNER™ and assists clients in developing comprehensive, written financial plans. She holds Series 7 and Series 66 securities licenses as well as life, health, long term care and variable annuity licenses. Shelley graduated from the University of Phoenix with a B.S. in Business Accounting.

Registered States:
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, WA, WI, WV, WY

Brittany serves as a Client Service Associate with Jay Family Partners, specializing in administrative and operational procedures including maintaining client accounts and requests. Brittany brings a wealth of knowledge from her former profession in the auto finance industry where she worked as a point of contact between customers, third party vendors, and internal contacts to support client accounts. Brittany moved to the Bay Area from Wisconsin and holds a degree in Anthropology from the University of Wisconsin - Milwaukee.

Since starting in the financial services industry in 1995, Craig brings a well-rounded background in investments. He began as an institutional equities trader and subsequently moved into advisory services and management. Prior to joining Jay Family Partners, he was the Northern California Assistant Market Head. Craig is a graduate of The American University in Washington D.C. with a B.S. in Business Administration.

Registered States:
CA, CO, FL, GA, ID, MI, MN, NV, NY, OK, OR, PA, TN, TX