Since 1996, Jay and Brian have been instrumental in helping CPAs, Banks, and Property and Casualty firms seamlessly integrate financial services into their offerings. Their expertise has been pivotal in executing and overseeing three successful national professional partner programs – affiliated with a Top 10 Broker Dealer, a Fortune 400 enterprise, and a Fortune 500 corporation. What truly sets their approach apart is the meticulously crafted process behind these accomplishments.

The foundation they have built is a Co-Source model, a framework designed to empower each professional partner. By harnessing this model, Jay and Brian enable partners to concentrate on their core offerings. Meanwhile, they work collaboratively to build a roadmap for implementing, managing, and expanding financial services tailored to their clients’ needs. Because, at the end of the day, your clients seek your direct involvement in their financial journey.