Jay Mulligan, Certified Financial Planner

Jay Mulligan is a Certified Financial Planner™ in Overland Park, Kansas, who makes it very clear--in his words and actions--that he truly cares about his clients. Keeping in touch and being involved with clients goes beyond the typical 9 to 5 interaction. Each year, Jay home-cooks and grills a large order of barbecue delights for his clients and their families during the annual "Jazz in the Woods" festival to support local charities.


"Attending" is all about supporting favorite causes by showing up in person. Employees frequently represent their companies by attending events--5Ks, galas, auctions and golf tournaments. Sometimes, though, the best celebrations are the informal gatherings, like the impromptu parties in the company break room to honor a colleague's a birthday or favorite charity.