Jay is currently the founding partner and Co-CEO if Evervest Financial in Scottsdale, Arizona as well as its predecessor firm Barton Spector Wealth Strategies.
Jay spent his early career as an assistant to former U.S. Secretary of the Interior Bruce Babbitt in Washington, D.C. During his time there, he attended The Johns Hopkins University where he earned a Master of Science in Real Estate. And, Washington, D.C. is where he met my wife, Bethany.
Jay had opportunity to move back to Arizona where he was privileged to serve as executive director of the Arizona Water Infrastructure Finance Authority (“AZWIFA”) in the administration of former Governor Janet Napolitano. After my tenure working with Governor Napolitano at AZWIFA, he took the skills that he had developed and joined the private sector as a municipal finance investment banker. There, he continued to help cities and towns with their municipal finance plans.
While he really enjoyed being an investment banker, he came to realize that his passion was in helping friends and family with their retirement and investment planning. Financial planning was something that I had wanted to do ever since he earned his Bachelor of General Studies in Business Administration at Northern Arizona University. After his time as a vice president of municipal finance at RBC Capital Markets, he moved to the financial planning side of the industry.
Jay and his wife Bethany live in Phoenix with their two children, Jordyn and Micah, and their labradoodles, Piper and Winnie.
Jay has served on the city of Scottsdale's Environmental Quality Advisory Board and the U.S. EPA's Environmental Financial Advisory Board. He was an active member of the Fiesta Bowl committee for eight years where he was twice Chairman of the Fiesta Bowl Parade as well as Chairman of the Game Operations committee. He is now a Life Member of the Fiesta Bowl Committee and is active with the Arizona Alumni Chapter of the Alpha Epsilon Pi Fraternity. He currently serve on the Board of Directors for Arizona Helping Hands (“AHH”), a foster care resource organization. Since both of his children have been competitive swimmers, he became a member of USA Swimming, serving as volunteer meet official at local, state and regional competitions.