Jay H. McGowan

Senior Vice President, CFP®, CPA, PFS, Planning Coordinator

Professional

Jay McGowan joined Fi Plan Partners and applies his vast experience and knowledge in the financial planning arena in coordination with those advisors on the portfolio strategies side of the firm.

Jay began his career as an accountant and has served as senior audit associate and director of finance. In addition, Jay has served as financial advisor and chief compliance officer for a local wealth management firm. Jay is a professional CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant and Personal Financial Specialist.  Jay’s expertise includes personal finance, retirement, estate, income tax, insurance and investment planning, financial reporting, investments, and regulatory compliance.  He has a depth of experience in the financial services sector with a demonstrated standard of excellence for personal financial planning.  

Education

Jay earned his Master of Accountancy and BS in Business Administration, Accountancy, from Auburn University.

Personal

Born and raised in Huntsville, Jay and his wife make their home in Birmingham where he is a member of the Greater Birmingham Auburn Club and the Phoenix Club. He contributes his time to several local non-profit organizations and enjoys woodworking, exercise, music, Auburn football, duck hunting, fishing and any other activity which takes him outdoors.  Jay and his wife, Kylee, are active members of Mountain Brook Community Church where they are passionate about serving with Aaron’s Staff Respite Care Ministry.