Helping clients simplify their journey to financial wellness, one personalized plan at a time
A Customized Path to Financial Freedom
Your Financial Picture
Your financial journey is personal—and every decision shapes the life you want to live.
We provide customized wealth management that brings every part of your financial world into alignment, giving you clarity, confidence, and control to pursue your vision—without the stress of complexity.
That’s why we deliver customized wealth management services designed to address every part of your financial picture and align with your long-term vision.
Founded in Williamsville, D Tax Me was built on one simple belief: clients deserve a better way to grow and manage their wealth. Jay brought this vision to life by creating a people-first culture and a commitment to guide clients through every stage of their financial journey, backed by personalized service, proprietory one- page financial plan and innovative technology.
Jay Blanchard
Wealth Manager
Expertise: Advanced Tax and Retirement Planning
Jay’s mission is to help high-net-worth families protect, grow, and transfer their wealth with confidence using a proprietary one page financial plan.
Jay R. Blanchard is a nationally recognized financial educator, U.S. Air Force veteran, and wealth manager serving high-net-worth investors across the United States. He is widely known for delivering retirement education workshops and seminars that help retirees and pre-retirees make confident, informed financial decisions.
Jay has traveled nationwide teaching essential retirement planning strategies, including wealth preservation, income planning, tax-efficient investing, and legacy planning. Hundreds of retirees and pre-retirees have attended his live workshops, and thousands more have heard him on WBEN’s The Financial Guys radio show.
As an expert in pre-retirement and post-retirement planning, Jay helps clients clearly define their retirement goals, transition smoothly into retirement, and implement strategies designed to reduce taxes and protect long-term wealth. He is known for simplifying complex financial concepts and turning them into clear, actionable strategies that are easy to understand and implement.
Jay’s goal is simple: to help you feel confident, organized, and in control of your financial future.
Kayla Parynski
Executive Assistant
Kayla’s mission is to make you feel supported, confident, and cared for throughout your financial journey.
Kayla Parynski is the Executive Assistant to Jay Blanchard, and the friendly face who makes sure everything runs smoothly behind the scenes. With a mix of finance know-how and admin experience, Kayla is personally involved in helping you every step of the way. Think of her as your go-to guide for questions, “homework” help, or anything you need to feel confident as you transition into becoming a client.
Known for her cheerful personality and genuine care, Kayla builds strong relationships through thoughtful communication, daily check-ins, and quick responses to phone calls and emails. She’s all about holding your hand when you need it, keeping things organized, and making sure you always feel supported, informed, and comfortable on your financial journey. Jay Blanchard’s right-hand person and your go-to guide for anything client-related. With experience in finance and admin, she’s here to make your transition into working with Jay smooth and stress-free. Got a question, a “homework” task, or just need a little extra guidance? Kayla’s got you covered. Friendly, organized, and always on top of the details, Kayla’s goal is to follow up daily, answers calls and emails promptly, and makes sure you never feel lost or overwhelmed.
Alyssa Gennaro
Marketing Coordinator
Alyssa’s mission is to make your experience smooth, personal, and stress-free from day one.
When you work with Jay Blanchard, Alyssa is a vital part of your support team every step of the way. She ensures you feel welcomed, informed, and prioritized from your very first interaction.
Alyssa supports Jay by managing the firm’s outreach, organizing exclusive client dinners for milestones like referrals and retirement, and overseeing all digital communications. Whether it is through social media updates or direct email, she ensures you always stay in the loop with clear, relevant information. Behind the scenes, she streamlines complex lead-nurturing workflows and implements smart marketing systems to ensure the firm operates with maximum efficiency for you.
Alyssa’s goal is simple: to make your experience easy, enjoyable, and personal—so you always feel confident and supported!
Your Plan is Our Purpose
What makes us stand out?
We collaborate with in-house CPAs* to review every aspect of your financial life—so your money works as hard as you do. We start by uncovering what matters most to you and your family, then design a custom investment strategy built around your goals.
When you work with us, you get:
A comprehensive plan covering investments, taxes, and estate planning.
Fiduciary guidance that always puts your best interests first.
A truly customized portfolio, built around your plan—not a pre-set model.
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