Jesse is a Dave Ramsey Master Financial Coach and Investment Advisor Representative. He strives to help families overcome financial difficulty by eliminating debt, protecting wealth and saving successfully. He also works to educate and empower families to implement a solid legacy plan. Whether its retirement, college, or insurance, his core belief is that developing strong, long-term relationships with clients is the best way to discover each families’ unique process. Jesse also coordinates local FPU and Legacy Journey classes.
Jesse spent over ten years in investment research, and holds the Chartered Financial Analyst designation in addition to his life and health insurance license. He has also been a teacher, counselor and personal fitness trainer.
He grew up in New Smyrna Beach, FL and attended Lehigh University in Pennsylvania, graduating with a B.S. in Finance. In his free time Jesse enjoys relaxing with family, investing, travel and Obstacle Course Racing.