Jay Shapka, Financial Advisor

Focus Areas

  • Business owner considerations
  • Business retirement plans
  • Intergenerational planning
  • Estate and legacy strategies
  • Employee stock options
  • Wealth protection strategies

Personal Interests

  • Motorcycles
  • Cycling
  • Outdoor Enthusiast
  • History and Museums
  • Pickleball

Team Members

  • Pooja Patel
    Branch Office Administrator

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Office Information

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