Team Jay Kabad, CFP® President and Founder (713) 780-4575 (713) 780-2509 firstname.lastname@example.org Jay Kabad, CFP®, is President of Jaykay Wealth Advisors, Inc., in Houston, Texas. In business since 1982, Jay provides financial guidance to affluent individuals and families, business owners and executives, professionals and... Read more Anasuya Kabad, CFP® Financial Advisor (713) 780-4575 (713) 780-2509 email@example.com As a financial advisor and CERTIFIED FINANCIAL PLANNER™ practitioner, Anasuya Kabad is passionate about helping young families, business owners and professionals build a strong financial foundation. In addition, she actively... Read more Kanchan Kabad Vice President of Operations (713) 780-4575 (713) 780-2509 As Vice President of Operations, Kanchan has a very challenging job of running the business smoothly, providing seamless service to clients, doing the accounting, payroll as well as the filing of tax reports. Her main duty is to... Read more Lydia A. Jagger Client Service Manager (713) 780-4575 (713) 780-2509 Lydia’s role as a Client Services Manager is extremely important. As Lydia puts it, her approach to service is “to do what the client needs as soon as possible.” It involves client service and database management, client correspondence... Read more James Richards Client Relations Manager (713) 780-4575 (713) 780-2509 firstname.lastname@example.org James Richards is the Client Relations Manager for Jaykay Wealth Advisor Inc. and currently assists Jay with coordinating client meetings, preparing financial reports, and arranging informational seminars and client appreciation events... Read more Have a Question? Name Email Address Question Thank you! Oops!