Jay Mix
Wealth Advisor
Jay, a seasoned Wealth Advisor, offers comprehensive financial planning services aimed at optimizing wealth accumulation and preservation for his clients. With nearly 15 years of experience in financial services and an additional 20 years in management, he brings significant insight to the group.
Previously, Jay managed his own practice at a boutique financial agency, specializing in personal and commercial lines insurance, annuities, and investment products. He takes pride in delivering personalized guidance and support to his clients throughout their financial journeys.
Jay's commitment to excellence has earned him recognition, including three All American and five All Star Awards. He was also twice honored as Financial Rep of the Year for his contributions to the field.
Jay holds an Associate degree in Applied Science - Civil Engineering Technology from Lake Land College. He maintains Life, Health, Property and Casualty, and Variable Life Insurance licenses, ensuring his clients receive high-quality service and expertise.
(217) 342-7303