Jay Jensen
Founder & CEO · CPA
Jay Jensen's background spans tax, investment, estate planning, asset protection, employee benefits, and captive insurance strategy. He began his career in public accounting and founded his own financial services firm in 1994, advising high-income and high-net-worth clients on tax, investment, and estate planning.
Jay became known for his expertise in welfare benefit trusts and moved into full-time benefits consulting. His work 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 a frequent presenter to business owners, financial advisors, attorneys, and accountants.
- Professional designations
- American Institute of Certified Public Accountants (AICPA) · Illinois CPA Society
- Education
- B.S., Accounting, Illinois State University (Division I athletic scholarship)