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Jay W. Rishel, CFP®️
Providing independent, balanced, and tailored solutions on your terms
Areas of Focus
- Buying a House
- Family and Money
- Financial Life Planning
- Having a Baby
- Inherited Wealth
About MeJay W. Rishel, CFP®️ - Jay was born and raised in a small town in Upstate NY, the youngest of 4 children, who made his way to eastern NC by way of Prague, CZ, Denver, CO, and, finally, Nashville, TN. He and his wife, Meghan Kelso Rishel (a native New Bernian), have been in New Bern since 2014, where they're raising their three hellions; Weston, Samuel, and Eliza.
Jay's desire to spend more time with his family, play a greater role in the New Bern community, and help family-oriented professionals improve their financial lives led him to Overman Capital Management.
Interests or Hobbies – Mountain biking, skiing, and good beer
Interesting Fact – He’s been on skates since he was 3 years old and is a lifelong hockey player
Community Involvement – Jay is a member of the First Presbyterian Church of New Bern and it’s foundation committee, Rotary Club of New Bern, MERCI Clinic, and an active member in his local F3 network.
- Certified Financial Planner (CFP)
- CFP Board
331 middle st new bern nc 28560
- Video Conference
- Percentage of Assets Managed
What to expect in the first meetingWe'll get acquainted with you and all aspects of your financial needs and wants; and, we'll walk through our background, process, and services.
Offers Investment Management
About our FirmWe are an independent, full-service financial services firm committed to helping people pursue their financial goals.
Financial Advisors - Rob Overman & Jay W. Rishel, CFP®️
Securities and Advisory Services offered through Triad Advisors, LLC Member FINRA/SIPC.
Overman Capital Management LLC and Triad Advisors LLC are not affiliated.
Hamilton College, B.A. Philosophy
Hobbies and Interests
Who We Serve
- Blended Family
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Single Women
- Women Professionals
- Young Families
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