Let's move forward. Together.

Kelly has provided customized financial guidance for more than 40 years. He is a graduate of The University of California, Berkeley and has studied at both The Wharton School at the University of Pennsylvania and INSEAD business school in Fontainbleau, France. Kelly has been an active member of the American Red Cross, Bay Area Chapter, for over four decades with involvement ranging from Chairman of the Board to food distribution. He is also a proud supporter of veterans' affairs, having served as an active Army Officer during the Vietnam conflict.

Gabe is the trusted advisor to our clients, specializing in the planning for multi-generational wealth management and financial education.  His customized approach and deep dive into details ensure a clear understanding of clients’ needs and future objectives.  Gabe holds the designation of CERTIFIED FINANCIAL PLANNER™, an accreditation that sets the standard for comprehensive and ethical financial advice.

Raised in the SF Bay Area, Gabe attended Vanderbilt University in Nashville, Tennessee, where he majored in both Organizational Development and Political Science.  He and his wife, Mara, are proud to have raised their daughter, Mia, and son, Leighton in the East Bay and see them venture across the country for college.  As a track & field athlete in both high school and college, Gabe continues to value fitness and spends time teaching the next generation of long jump and triple jumpers.

Craig joined Jay Family Partners in 2019. As a Portfolio Specialist, Craig primarily oversees the administration of the discretionary investment accounts. He works closely with the advisors in security selection, analysis, and implementation to adhere to the rigid standards of portfolio management. Craig worked in management for UBS prior to joining the team. He began his career in 1995 as an institutional equities trader and has well rounded experience in financial products. He maintains his Series 3, 55, 66, 7, 9, and 10 as well as his CA Insurance license.

Originally from Florida, Craig graduated from The American University in Washington D.C with a B.S in Business Administration. He resides in Walnut Creek and enjoys spending his free time with his family and daughter.

Shirlyn began her career in the Financial Service Industry in 2001 and has been a member of  Jay Family Partners since 2005. As a Senior Client Associate, Shirlyn holds her Series 7 License and specializes in account administration and client relations.  She is committed to providing exceptional client service while building long lasting client relationships.

She is a graduate of Saint Mary's College of California with a B.A. in Leadership and Organizational Studies. Shirlyn resides in Clayton, CA with her husband, Josh, and their two children, Julian and Victoria.

Brit joined Jay Family Partners in 2019. As the Team Administrator, she focuses on overseeing administrative procedures, providing operational support, and enhancing our client experience. Brit enjoys building relationships with clients and ensuring their needs are fulfilled in a seamless and organized manner. She maintains her Series 7 and 66 securities licenses.

Originally from Wisconsin, Brit graduated with a B.A. in Anthropology at the University of Wisconsin-Milwaukee and resides in Martinez, CA with her husband, Jon, and their dog, Simon. In her spare time, she enjoys traveling, in particular visits to see family in Wisconsin and the UK. Brit is also a keen long-distance runner completing half and full marathons.

Mary serves as a registered Client Service Associate with Jay Family Partners where she specializes in client onboarding and account administration. Mary enjoys working with clients to deliver extraordinary service and provide solutions when questions arise. She currently holds both her Series 7 and Series 66 licenses and is a graduate of DePaul University in Chicago, Illinois with a B.A in Political Science. In her personal time, Mary enjoys attending row classes at Row House in Pleasant Hill, going to the movies, and playing softball in the Pleasant Hill Parks and Rec league.

Lyana has been in the financial services industry for over 42 years.  As a Senior Registered Client Service Associate, her main focus is on providing excellent client service on all administrative matters.  She holds her NASD Series 7, 63, 65 and CA Life & Health Insurance Producers license.  Lyana was born and raised in San Francisco, married to her husband, George, of 44 years and lives in the East Bay.