Jay has the foresight to plan for each client’s ideal future, and translate the risks and opportunities they will face, personally and financially. He has a vision for what the marketplace can bring to his clients, and how their investment portfolio can benefit from it.
“You’re going to retire someday! We help people retire every day!”
Growing up, Jay was completely intrigued with the stock market and became an advisor because he has a true passion for helping his clients retire with confidence. He enjoys helping clients understand what their resources and money can do for them, when they set goals and follow them.
Jay spent 16 years in the financial services industry before starting Fox Financial Group. He enjoys advising with an unbiased approach and having a fiduciary responsibility to his clients. He feels that working as an independent financial planner allows him to give his clients personalized advice and opportunity to achieve their financial goals. In working together with clients, an important part of Jay’s work is to help create a better quality of life for their family and future generations.
Jay has a Bachelor’s Degree in Entrepreneurship from St. Louis University. Jay holds his Series 65 registration through LPL Financial and is a CERTIFIED FINANCIAL PLANNER™. To earn his CFP® in 2017, Jay completed a rigorous training program and passed a comprehensive exam.
Jay and his wife, Becca, currently reside in Wildwood and have two sons and a daughter. The family loves sports, the outdoors, especially hunting and fishing.
Matt serves as a Financial Planning Consultant for Fox Financial’s clients. His primary focus areas include serving the clients of Fox Financial Group leading client growth initiatives, and operational tasks that contribute directly to a first-class client experience.
He is passionate about building strong relationships, and helping clients execute important tasks as it relates to building and maintaining comprehensive financial plans. Bringing a “client-first” approach to financial services, Matt strives to grow along with each client, and create a positive impact.
Matt graduated with his bachelor’s degree in Finance, with a minor in Economics from the University of Arkansas in Fayetteville. Matt holds his Series 65 registration through LPL Financial.
He currently lives in O’Fallon, Missouri. He is a continuous student of personal growth. In his free time, Matt likes to stay active and be outdoors. He enjoys free time at the lake, hunting, fishing, and as a former college athlete himself, helps coach a youth baseball team.
brandon@foxfinancialgrp.com
As a servant-leader B.C. comes to Fox Financial Group with a collective 20-years of diverse business acumen from the Management Consulting (Technology, Cybersecurity, Financial Services and PropTech) sector to a decade of Global Product Management and International Business Development in Manufacturing, Real Estate, Music Retail and Financial Services industries.
B.C. grew up as a solo-entrepreneur playing as a professional, touring concert-classical musician through North America, Europe and Asia. After graduating from Webster University - Vienna’s Leigh Gerdine College of Fine Arts, B.C.’s passion for the music business and manufacturing industries landed him in the Global Product Management and International Business Development fields for over a decade.
After gaining specialty in New Markets and Emerging Market development in the manufacturing and music retail industries, B.C pursued his passion for technology and finance into the Management Consulting world spanning the Technology, Financial Services, Cybersecurity, and Property Technology fields until 2023 when he joined the Fox Financial Group.
Skilled in business amplification and developing long-term strategic vision, B.C. brings the ability to ‘see the whole field’ and a passion for personal growth, people development, and planning and process improvement. B.C. lives in Pennsylvania with his wife Cathy and 4-year old son. Outside of work he enjoys many hobbies and passions including Real Estate Investing, music of all shapes and sizes, Jiu Jitsu (living that Blue Belt life) and Olympic Lifting. B.C. holds his Series 65 Uniform Investment Advisor Law Exam through LPL Financial.
jake@foxfinancialgrp.com
Vinita, most known as “Jake”, is a Wealth Advisor with Fox Financial Group, serving clients throughout Mid-Missouri while leading the firm’s expansion into Pulaski County and surrounding areas. She specializes in building strong relationships with clients and taking a comprehensive approach in building their financial plans. Her goal is to help clients get organized, understand their current financial situation, and stay on track to meet their goals.
With 13 years of experience in banking and financial services, Jake brings an exceptional amount of knowledge to the marketplace. She enjoys helping clients create long-term financial strategies tailored to their needs.
She holds a Bachelor’s Degree in Business Administration from Columbia College. She is a graduate of the Graduate School of Banking at Colorado, a rigorous 25-month program that not only emphasizes community banking but also equips professionals with the tools to become strong community leaders.
A Waynesville resident, Jake spends much of her time on her family’s century farm in Laquey. Outside of work, she enjoys horseback riding, competing in barrel racing, traveling, staying active, and spending time with family and friends.
Passionate about giving back, Jake has volunteered and served on numerous boards for local organizations, demonstrating her commitment to Mid-Missouri communities.