Our team

Meet Your
Financial
Architects

Our vision is a world where private business owners can focus on their impact, not their financial to-do list.

Blue Ocean was born from a shared frustration with the traditional financial services model—one that too often prioritizes products over people, quick fixes over lasting solutions. 

We saw business owners struggling alone with decisions that would impact generations, while getting fragmented advice that didn't address the full picture. We came together because we believed there had to be a better way.

Our complementary perspectives and shared commitment to doing the real work—not just making recommendations—created something unique in the industry:

A team that truly functions as architects of comprehensive solutions, not just advisors pushing products.

  • Managing Partner
    The Strategic Pioneer 

    With his entrepreneurial  background in all stages of the business lifecycle, Jay brings a unique blend of leadership, analytical rigor and innovative thinking to complex challenges. His ability to identify unconventional opportunities while managing risk helps clients make the right decisions.

  • Managing Partner
    The Perceptive Analyst

    The analytical foundation of our team, Will's measured approach and deep technical knowledge transform complex challenges into comprehensive solutions. His ability to see potential obstacles before they arise ensures our clients' plans are robust yet responsive. 

  • Managing Partner
    The Practical Pathfinder

    Michael's gift for relationship building and natural optimism helps others around him see possibilities where others see obstacles. His focus on the operational side of business ensures that the company is well positioned to deliver lasting impact to our clients and partners.

We don't just work together—we think better together. And our clients feel the difference.

Our collective strengths allow us to approach every situation from multiple angles: analytical rigor, strategic innovation, and deep human understanding. 

Our values directly impact how we serve you and your business.

They drive us to dig deeper when others settle for surface solutions. They push us to handle the hard work of implementation when others stop at recommendations. They ensure we never lose sight of the human element in every decision we make.

  • Be Good means we do the right thing, always — especially when the right thing is the hard thing. It means radical integrity in everything we do, even when no one’s looking. When we say we'll do something, we do it - no exceptions. 

    And above all, we're honest with ourselves, holding each other accountable to not only be excellent advisors but also be good people.

  • Being Real means understanding that financial decisions aren't just about numbers—they're about relationships, emotions, and deeply personal values. 

    It’s recognizing that our clients are people first, business owners second, and that behind every business is a person making decisions that affect their company, their family, and their legacy. 

  • Being Different isn’t about being contrarian or chasing disruption — it's about intentionally breaking from industry norms because we know they don’t serve our clients. 

    Being different means rejecting conventional approaches that yield conventional results. It means staying curious and creative, embracing differing perspectives to find better solutions.