Jay M. Steinbock, RFC is a Senior Partner of Summit Pointe Financial Group, an investment , retirement and financial services firm offering estate planning and investment advisory services.
Throughout his 30-years in the financial services industry, Jay has helped his individual, family and business clients develop and implement financial plans designed to help achieve their personal and business financial goals and objectives. His particular area of specialty is assisting clients in the areas of retirement planning and income protection.
An Investment Advisor Representative of O.N. Investment Management Company, Jay holds his series 6, 63, 65, and 7 licenses . He is also a member of the International Association of Registered Financial Consultants, (IARFC).
Prior to joining Summit Pointe Financial, Jay was President of Capital Advisors in Leawood, KS. Jay also spent 15 years as a consultant and advisor with John Hancock Financial Services, where he was the recipient of numerous awards, including, the Investment Agent of the year and Senior Associate of the year. He also qualified for the company's prestigious President's Conference.
A 1986 graduate of Washburn University with a Bachelor of Science degree in Business Management, Jay earned his Registered Financial Consultant™ (RFC®) designation in 2003.
In his local community, Jay has been active in the Kiwanis Club (1995-2005) serving as President and Treasurer. He is also a member of the German American Club of Shawnee, a social organization for people of German Heritage. Jay is also active in his local church.
In his spare time, Jay and his wife Julia, enjoy golf, fishing, cooking and travel. They reside in Overland park, KS and have a growing family which includes 7 children and 2 grandchildren.