Where We Work with Clients
I'm based in Tempe, Arizona, and our team serves clients across the Southwest and beyond. Whether we meet in person or over video, the relationship is the same - personal, hands-on, and built around your life.
Arizona
Phoenix
Honeywell, TSMC, Freeport-McMoRan, Banner Health
Chandler
Intel, Microchip Technology, Amkor Technology
Scottsdale
Mayo Clinic Arizona, Banner Health, financial services
Tempe
Jay's home base; ASU tech ecosystem, Amkor HQ
Mesa
Apple operations center, Banner Health
Tucson
Raytheon Missiles & Defense, UA Medical Center
We also work with folks in: Gilbert, Queen Creek, Goodyear - growing communities with great professionals
California
Santa Clara / Silicon Valley
NVIDIA HQ, Intel CA campuses, Microchip
San Jose
Microchip Technology, semiconductor ecosystem
Folsom / Roseville / Sacramento
Intel Folsom campus, Microchip Roseville
Orange County / San Diego
Microchip offices, defense and biotech
Los Angeles / El Segundo
Raytheon California, aerospace
Nevada
Las Vegas / Henderson
Zero income tax, growing professional community
Reno / Tahoe
Emerging tech, Freeport-McMoRan Nevada projects
We Work with Clients Nationwide, Too
The institutional platform lets me serve clients anywhere I'm registered. If you're dealing with complex equity compensation, high income, or benefits that need a careful eye - I may be the right fit no matter where you call home.