Jay Bumbalough, CPA, PFS

I am Jay Bumbalough, CPA, PFS, a Wealth Advisor at Parkwoods Wealth Partners. My work focuses on retirement planning, charitable giving and legacy planning, and tax-aware financial planning, with particular attention to the needs of business owners and professionals. I draw on more than three decades of experience across public accounting, investment advisory work, and business leadership to approach planning in a careful, structured way. I began my career at Ernst & Young before gaining hands-on experience in a family-owned business, which shaped how I think about risk, responsibility, and long-term decision-making. I later returned to my hometown of New Castle, Indiana, where I helped build a firm centered on integrating tax planning with evidence-based investing. That background continues to inform how I balance technical detail with practical realities in my work. Outside the office, I value time with family and friends, enjoy attending sporting events, and spend time mentoring young people on financial fundamentals.