
Leadership
With deep experience in financial strategy, benefits consulting, and healthcare solutions, our leadership is committed to building smarter, more sustainable models that serve employers, members, partners, and communities with integrity and purpose.
Our Founder

Jay Jensen
Principal & CPA
Jay A. Jensen brings more than 22 years of experience in tax, investment, estate planning, asset protection, employee benefits, and captive insurance strategies. After beginning his career in public accounting, Jay founded his own financial services firm in 1994, where he advised high-income and high-net-worth clients on tax, investment, and estate planning solutions.
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Jay later became recognized for his expertise in welfare benefit trusts and transitioned into full-time benefits consulting. His experience includes employee benefit controversy and IRS litigation consulting, captive insurance strategies, GASB 45 solutions, executive benefit funding, business succession planning, partially self-funded benefit strategies, and PPACA consulting. He is also a frequent presenter to business owners, financial advisors, attorneys, and accountants.
Professional Designations
American Institute of Certified Public Accountants (AICPA)
Illinois CPA Society
Education
Illinois State University, B.S., Accounting
Division 1 athletic scholarship
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