As a graduate of Texas A&M University, Jesse brings over 20 years of experience as a financial planner working with people who are nearing or in retirement. He has found that one of the greatest joys of his life has been helping individuals achieve and maintain financial security.
Along the way, Jesse completed financial planning classes at Rice University to achieve the Certified Financial Planner™ professional designation. He also holds the Texas Department of Insurance Group 1 Life & Health. In addition, Jesse holds Securities Licenses.
As a professional working in wealth management in Houston, his hometown, Jesse believes there is a sacred trust between the client and the financial planner. He intends to be there for his clients throughout their lives, monitoring their plans, seeing them through times of volatility, and making sure they have enough money to last them through their retirement.
Jesse and his wife Danielle are proud parents of their son Johnathan, a graduate of Rice University and their daughter Alexandra, a graduate of the University of Houston.