Our Team
Our team partners with successful business owners and high-net-worth families to help them pursue their most meaningful life goals. Through thoughtful and disciplined financial management, we create personalized strategies that align with each client’s unique vision. Together, we are dedicated to turning aspirations into achievements, supporting our clients every step of the way.
Jay Kabad, CFP®
Founder and President
With over 30 years of experience in wealth management, Jay Kabad has been a steady and valued guide for clients navigating the complexities of their financial lives. As the founder and President of Jaykay Wealth Advisors, Jay...
Anasuya K. Meyer, CFP®
Financial Advisor
Anasuya Meyer is passionate about helping business owners and high-income professionals pursue their most important goals by managing the many moving parts of their financial lives. With a holistic approach, she helps clients...
Daniel Duckett
Kanchan Kabad
Chief Operating Officer
As Chief Operating Officer, Kanchan Kabad has a very challenging job of running the business smoothly, doing the accounting, payroll as well as the filing of tax reports. Her main duty is to support Jay and Anasuya in every aspect of the...
Danissa Rodriguez
Client Service Manager
Veronica Abu-Lail
Client Relations Manager
Veronica Abu-Lail is the firm’s dedicated Client Relations Manager, ensuring top-notch service for clients. Her role involves coordinating meetings with clients and the JKWA team, organizing delightful events for families, and overseeing...