Meet The Team

My name is Jay, and I joined Waddell & Reed in 1983 as a Financial Advisor. 39 years later, Waddell and Reed was sold and I am now with LPL Financial. I have helped my clients throughout all stages of life; home ownership, marriage,...

Hi my name is Jamison, I am a Denver native and a licensed financial advisor. I was first introduced to the business by my dad Jay Caruso, he has been an advisor for nearly 40 years and his immense passion for what he does is...