Jesse uses a defined, disciplined process to help clients recognize and address issues within 13 key areas where wealth management problems typically arise. He leans on a vast group of resources provided by Jaeger Capital, Integrated Financial Group, and LPL to construct and deliver a personalized financial plan in a face-to-face environment.
AREAS OF EXPERTISE
- Retirement Analysis & Income Planning
- Investment Planning
- Banking, Credit, & Risk Management
- Tax Planning
- Estate Distribution & Charitable Giving
- Protection Strategies
- Executive Compensation & Business Succession Planning
Jesse brings 15 years of experience within the financial services industry with the past five years being dedicated to the financial planning sector. He is a former Marine and combat veteran after which he earned his degree at the University of Georgia
OUTSIDE THE OFFICE
Outside of the office Jesse enjoys spending time with his lovely wife Allyson and two children Jovie and Davey. Jesse also loves fishing and boating but truly appreciates any activity that gets him and his family outdoors. Along with his strong sense of family, community involvement is a top priority for he and his family who actively serve at church as well as provide a loving home for foster children.