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, and her last position was as human resource manager. One of her responsibilities in that position was managing more than 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 in 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 a dog 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 of 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 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, their dog.
Chief Operating Officer
I’m a home-town girl; graduated from Cherry Creek High School and Colorado State University.
Married here, raising my kids here, and 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!
Blaise is currently a college student at the University of Colorado in Colorado Springs where he plays rugby and studies business. He graduated from Arapahoe High School in 2020, made state in two different sports, and is both a Black Belt and an Eagle Scout. He is hoping to take over the business when Charlotte and David retire. He enjoys spending time with friends, MMA, and riding motorcycles with his dad.