Charlotte worked for U S WEST for almost 19 years in Cheyenne, WY, Denver, CO and Phoenix, AZ. Her work covered many areas in telecommunications with her last position as Human Resource Manager. One of her responsibilities in that position was managing over 20,000 Bell System volunteers for AT&T and U S WEST. During that time, her volunteer groups achieved national recognition for their respective companies for community involvement. In 1996, Charlotte left U S WEST and returned to Colorado.
Charlotte is now a Financial Advisor with Commonwealth Financial Network. She has been working in the Financial Advising industry since 1997. As a Human Resource Manager, Charlotte became a subject matter expert on company benefits. Jay Financial Group, Inc. specializes in retirement, estate and financial planning in conjunction with risk management. Charlotte’s experience ties in well with her skill as an SME on company benefits.
Charlotte's distinctive proficiency is in helping employees plan for retirement by capitalizing on their employee benefits and then using those benefits as a base for individual planning. Charlotte is especially interested in helping women become financially independent through education of financial planning.
Charlotte has been married to her husband David since 1990 and they have a wonderful, smart, funny and handsome son, Blaise! They enjoy life with two dogs and wonderful family and friends. Charlotte volunteers in various areas in the community including school, sports, Scouts and church.
"Our Firm has a sincere desire to help people."
David is the Financial Associate at the Littleton, CO office for Jay Financial Group, Inc. He has been in the financial industry since 1998. David is experienced in Company Benefits, Financial Planning and Insurance. David specializes in assisting our team in helping employees plan for retirement by capitalizing on their employee benefits and then using those benefits as a base for individual planning. Prior to the financial industry, David worked in the transportation industry for 21 years.
David volunteers in the community helping with Scouts and school sports.
David is married to his partner, Charlotte Jay, and has a son, Blaise. They enjoy a full life together with family, friends and Rocky and Rita, their dogs.
Client Services Manager
I’m a home-town girl; graduated from Cherry Creek High School and Colorado State University.
Married here, raising my kids here, enjoying all that Colorado has to offer. I love to run, read and hang out with my family.
I started part time at Jay Financial but each year I have enjoyed adding more hours and becoming more a part of the Jay Financial team!
Director of Operations
I’m a small-town southern girl and recent transplant to Colorado. I started in the industry 12 years ago on the institutional side as a junior sales assistant and worked my way to Director of Operations within 8 years. I am the proud mother of 3 great kids and 1 puppy. I’m so excited to be a part of the Jay Financial team!