Jay F. Wheless comes to C3 Financial Partners with 15 years of experience with closely held family businesses. He began his career as an accountant at a family-run business, before taking on responsibilities as a controller, and later, Chief Financial Officer. He also has eight years experience in life insurance, having worked alongside C3FP Founder Todd S. Healy as far back as 1984, as well as 10 years’ experience as an executive at community commercial banks in Corpus Christi.
His strong background in accounting gives Jay the insight to assess his clients’ current financial condition, which he believes is a necessary foundation for any financial plan going forward. Understanding his clients’ financial and life insurance needs allows him to provide the best options to fulfill them, and he works closely with his clients’ other financial, legal, and investment advisors to do so.
With his extensive experience in closely held and family-owned businesses, Jay is especially responsive to the financial needs of small business owners. Not only does he understand the challenges they face, he knows the opportunities available to them as well.
Wheless holds a BBA in accounting from the University of Texas at Austin. He and his wife Marsha, who are both Corpus Christi natives, have three daughters and five grandchildren. They love tennis and music—both perform in the First Baptist Church of Corpus Christi’s music ministry, where Jay plays trombone and Marsha sings in the choir—and Jay is a proud active member of Rotary International.