A Little Bird Told Us

Welcome Tiffany

As we all know, Spring in the Rocky Mountains brings an abundance of new life and growth. Along with the season, Jay Financial is growing too!  

We’re excited, because we love seeing our clients, meeting new ones, and staying involved with you. The increased workload tells us that you’re confident in the job we’re doing for you, and we want to express our gratitude for your continued trust in us.

Because it's been so busy, we want to make sure we’re still helping you pursue your financial goals effectively.

Tiffany Viduya joined our Jay Financial family as our new Administrative Assistant on April 15th.  Please help us welcome her with a quick email or call to say hi and introduce yourself.


Keep her email handy as she will be reaching out to you.

We are looking forward to the start of our annual review season.       Charlotte, David and Beth

End of Summer Thoughts...