Hi. 👋
I’m Jay Withee.
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Location
Los Angeles, CA
I believe the best financial relationships start long before numbers, investments, or retirement plans are ever discussed. They start with feeling welcomed, heard, and genuinely understood. As one of the first people you’ll meet at Root, my goal is to make sure your first conversation feels comfortable, engaging, and leaves you excited about what’s ahead. I love getting to know people and hearing the stories that brought them to us. Whether you’re approaching retirement, navigating a major life transition, or simply looking for a trusted partner, my role is to understand what matters most to you and connect you with the advisor who’s the best fit for your goals, personality, and unique situation. I believe finding the right relationship is just as important as finding the right financial plan.
While my younger self spent his time chasing birdies as a competitive golfer, these days my clubs mostly collect dust while I go full Ted Lasso coaching my daughter’s competitive soccer team. I’ve traded reading greens for drawing up corner kick plays, and I wouldn’t have it any other way. When I’m not on the field, I’m with my wife, our kids, and our two dogs. I can’t wait to hear your story and help you take the first step toward building a relationship with Root.
