Jay Spies is a Financial Planner specializing in developing comprehensive financial strategies for physician clients and their families throughout the country. His main areas of focus for clients are the development of retirement plans and investment strategies, in-depth analysis of risk management and debt management, and ongoing portfolio review to assess and proactively adapt to changes.

Jay began working in the financial services industry in 2001 and joined Heritage in 2023. Before joining Heritage, Jay was a financial advisor with Martin/Wight since 2011. Before joining Martin/Wight, Jay worked with Capital Financial Partners and was a Registered Investment Advisor of Hornor, Townsend & Kent, Inc. He received his Bachelor of Arts from the University of Maryland College Park and went on to earn his Master’s in Public Administration from the University of Baltimore School of Public Policy, as well as a Juris Doctorate* from the University of Baltimore School of Law. He is a member of the Maryland Bar Association and the York County Chamber of Commerce and volunteers extensively with the York County Heritage Trust.

Jay is a resident of York, PA, where he lives with his wife, Kristi, and their two children, Mason and Harper.

*licensed, not practicing on behalf of Osaic FA