Jay Matthews, President
Jay Matthews brings over 40 years of experience in the insurance and financial services industry. He earned a Bachelor of Science degree in Business Administration with a concentration in Accounting from Valley City State University. He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College, and the CERTIFIED FINANCIAL PLANNER® (CFP®) designation from the College for Financial Planning.
Jay began his career with Western States Life in 1983, where he served as Regional Sales Director. In 1990, he joined Producers Financial Group, where he played a key leadership role in the firm’s growth and strategic direction. After nearly three decades of ownership and management, Jay sold the company in 2017.
Since 1992, Jay has maintained an independent advisory practice, which he continues today. He enjoys working closely with individuals, families, businesses, and organizations to help them achieve their financial goals through thoughtful, personalized planning.
Throughout his career, Jay has been deeply involved in advanced planning strategies for executive benefits and both qualified and non-qualified benefit programs for small to mid-sized businesses. His areas of expertise include estate planning, business continuation planning, retirement benefits, and asset management.