About Jay Dworsky

A true community leader and entrepreneur, Jay also took over management of his family’s assisted living facility called Millers Landing Senior Living, one of the first assisted living facilities located in downtown Minneapolis. Jay is part-owner, trustee, and CEO of the senior living facility, which is located at the Ceresota Mills development, originally converted from an old flour mill.

Jay subscribes to the Wealth Building Cornerstones philosophy as his chosen system to help his clients because it is not only about numbers, it’s a system that is educationally rooted and academically tested. As Jay puts it, “I have had the opportunity to be a part of Wealth Building Cornerstones since its inception, performing retirement income calculations in pencil before WBC had developed its online calculators. To this day, Jason Sanger, founder of Wealth Building Cornerstones, and I get together and test retirement income stream potential for all my clients with their own numbers prior to each plan’s implementation.”

Retirement income planning is Jay’s focus, and he finds that he works equally well with both women and men as clients. “You have to have a balance,” he says. “At the end of the day, the relationships I have with clients are what I enjoy most of all about my career. Just tell the truth and you will never go wrong. Do your absolute best and explain everything you want to do for them along the way so they understand where you’re coming from, and why. I really try listen and deliver information in way that clients can understand and feel comfortable with, and I’ve had more than one client tell me that they love me,” Jay quips humorously. “But in all seriousness, relationships mean more to me than anything and that’s the truth.”

History and Biography

Jay grew up in St Louis Park, Minnesota. In 1991, when he was 18 years old, Jay became a licensed insurance agent and worked for his father’s firm, Dworsky Agency, for three years before leaving the business to pursue a different path. “I took a break from the financial advisory arena, went back to college, and then worked many years teaching physical education and coaching girls’ high school sports. I learned how to connect with all types of people in both joyful and meaningful ways, and I continue to draw upon these experiences daily,” he says.

Jay attended the University of Minnesota – Twin Cities, earning his Bachelor of Arts in economics in 1993 and Master of Education in physical education in 2000. From 1994 to 2007, he was a physical education teacher and held various other non-degreed teaching roles. He went back to the financial services industry in 2007 where he has continued to evolve and find his niche as a retirement planner.

“Spending time as an educator, raising my own family, and being with my clients is a combination of experiences that I feel allows me to be a trusted and experienced financial advisor. All things being equal, people like to do business and take advice from a person that has some life experience, is humble, and trustworthy,” Jay says. “A long-time friend and client from my bicycle racing days recently said to me, ‘You’re experienced and battle-tested.’ I took it as a compliment and we both laughed at ourselves realizing our youth is now in our kids.”

As Jay puts it, “My speaking and advising style has been described as a blend of teacher, advisor and friend. My style has developed over the years. I spent countless hours studying, writing my own curriculum and implementing my unique style of teaching. Discipline and team-building made my teaching experience meaningful, which translated into a thoughtful response from my students. This same thoughtful approach is delivered to my financial advisory clients and continues to expand.”

Personal Life

Jay lives in Golden Valley with his wife, Nancy, and their two amazing children, Leo and Karen. Jay met Nancy, a nurse, at a yoga retreat in the Catskills and the two were married in 2001.

In his free time, Jay enjoys yoga, dancing, hockey, golfing, fishing, swimming, and cabin life on Leech Lake. He is very involved in giving back to the community. He is on the finance board of directors for Fraser, an organization which has helped lead the disability and inclusion movement since 1935, and he is a member of the Beth El synagogue.

“At the end of the workday, Nancy and I like to take bicycle rides or sneak in a few yoga poses. On the weekends, we may head up to our cabin, play a round of golf, or unwind with some dinner and a glass of wine with friends. We are extremely proud of our kids. Leo has started his own business teaching music, and he recently received the “Man of the Year” award from Fraser. Karen is a thespian, and she sings in a chorus that was all-state twice. We’re currently visiting college campuses to help her decide where she wants to apply.”

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