Jay Penney, CFP, CFA, AIF

Penney brings a wealth of experience and credentials to assist clients towards achieving their life and financial goals. Advising high-net-worth families, professionals, and business owners, focusing on clarifying each client’s unique priorities and coordinating his advisory team’s efforts with those of other key legal, tax, and risk professionals. He delivers holistic, customized wealth managemen

t solutions to meet the increasingly complex demands of the volatile market. Jay also spearheads Ashton Thomas’ 401(k) plan management services, which are offered to plan sponsors. The goal is to put important fiduciary standards and benchmarks in place for the 401(k) plan choices offered to employees in terms of each option’s costs, fees, and performance while reducing administrative and legal paperwork for employers.