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 peace of mind. He enjoys helping clients understand what their resources and money can do for them, when they set goals and follow them.
Jay spent 12 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 the best unbiased 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 license and is a CERTIFIED FINANCIAL PLANNER™. To earn his CFP®, 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 camping 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 license.
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.
Sherry Berkowitz leads the back-office team for Fox Financial Group. She is professionally trained by Mutual Advisors, LLC., to work with all our custodians. This supports our advisor team which ultimately ensures our clients have the best possible experience.
