Our Team

Jen Thomas

Serving our clients is the number one priority at our practice. We couldn’t do that without the hard work and support of people such as Jen Thomas who has been a valued member of our team. Jen's primary responsibilities are managing client communications on service issues, scheduling meetings and appointments, and providing policy service for clients such as processing beneficiary changes.

If you have any questions or need information, contact them at jen@adamherzing.com.

Jay Smith

Associate Financial Advisor

Jay received a B.A. from Ole Miss in Risk Management & Insurance. He has worked for New York life since 2009. Jay focuses on helping existing and new clients with their financial goals and strategies.

Jay has earned the series 7, 63, and 6 Securities Registrations. He has also earned the California Life, Disability and Health license.

Jay and his loving wife Jessica are parents of two young boys, Jay Jr. and Jacob. Jay is an active volunteer with various groups in his church, Mariners South County.