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 the Financial Planning Consultant for Jay Fox’s clients. His primary focus areas include client education, 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.
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.
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.
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.
March 2023 Newsletter