Jay Sohnen

Jay Sohnen is currently the Director of Wealth Coaching at OneEleven Financial Wellness. Jay has over 15 years of experience in the financial industry. Jay started their career at Merrill Lynch in 2005 as a Group Plan Retirement Specialist. In 2013, Jay left Merrill Lynch to start their own Liberty Tax franchise. After a year of owning their own business, Jay decided to go back to working for a financial institution and took a position as a Wealth Management Advisor at TIAA.

In 2014, Jay took a position as a Financial Consultant at Fidelity Investments. Jay worked at Fidelity for three years before taking a position as the Director of Operations at United Capital Financial Advisers, LLC in 2018. Jay left United Capital in July of 2018 to take their current position as a Finance Specialist at Syngency. Jay has been with Syngency for two years and recently transitioned into their current role as the Director of Wealth Coaching at OneEleven Financial Wellness.

Jay Sohnen has a Bachelor of Science (BS) in Economics from Penn State University. Jay also has a Master's degree in Accounting from Southern New Hampshire University. Jay has a CFP Designation in Financial Planning Strategies, Retirement Planning, Income Tax, Estate Planning, Life Insurance from The American College of Financial Services. Jay has a certification from ISACA in Cybersecurity Nexus – CSX Certificate. Jay is also certified by the Certified Financial Planner Board of Standards, Inc. as a Certified Financial Planner (CFP).

Jay Sohnen works with Rachel Kalb - Head of Partner Success, Korrie Martinez - Chief Communications Officer, and Geoff Scott - CTO. Jay Sohnen reports to Dani Pascarella, CEO.