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.
Amanda Compton joins Fox Financial Group as its director of marketing and administration. Her role is to create a clear and consistent marketing strategy while building upon and streamlining the firm’s administrative workflow.
Amanda previously worked at a private Christian school in the area where she served as its communications manager for six years and helped with advancement tasks including digital marketing and building relationships with prospective families. Prior to that, Amanda worked in internal communications for a public company where she covered mergers and acquisitions, company earnings, employee feature stories and various other company happenings.
Amanda has a bachelor’s degree in communications with an emphasis in journalism from Southwestern Oklahoma State University in Weatherford, Okla. She lives in Eureka, Mo, with her husband of 19 years and son, who is in eighth grade this year. In her free time, Amanda enjoys spending time with friends and family, watching her son's soccer and baseball games, Bible study and taking long walks with her dog, Avia.
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.
January 2023 Newsletter - 4th Quarter Market Summary