Professional
I changed my career from petroleum & gas engineering so that I could help people achieve their financial security. In the last twenty years, I have met with hundreds of people and I have established many client relationships. I use a simple formula when I meet with people for the first time. "Tell me what you have. Tell me what you want, and together we build a roadmap for each client's financial security and success." I have the best career because I get to meet with all kinds of people.
I am also a member of NAIFA (National Association of Insurance and Financial Advisors) and AALU (Association for Advanced Life Underwriting).
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2002-2010
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying/Life Member 2011-2022
- National Quality Award 1992-1993, 1996, 2002-2010
- Award recognizing persistency and performance
- National Sales Achievement Award 1996-1999, 2002-2003
- Award recognizing performance
Personal
Jay DeFinis is a native of Pittsburgh, where he attended Penn State earning a degree in Petroleum Engineering. His 23 years with Northwestern Mutual has made him well respected by colleagues and clients alike. His ability to really connect with others is a great asset to his clients and team members. He understands that life is connected through many experiences aspects, and a solid financial foundation is only one part of his client’s needs, that creating a solid financial foundation is key to helping clients achieve their life goals.
In Jay’s spare time, he loves reading and being with his family and friends. Jay enjoys playing piano, gardening, college football and attending the orchestra. He stays active by swimming, biking. spinning, and yoga.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
