Jesse moved to the Columbus area shortly after completing his studies at Ohio University, earning a Bachelor’s Degree in Accounting and Pre-Law. Finding his calling in the Financial Services Industry, Jesse joined Merrill in 2017.
Jesse believes the foundation to financial advice lies in building relationships with the clients he serves. Cultivating these relationships allows Jesse to fully understand his client’s needs in order to develop a custom strategy to help meet their goals.
In an ever-changing global market, Jesse seeks to educate his clients to help maximize their financial potential using the best tools and investments available.
Outside of the office, Jesse is an avid golfer and sportsman. Most weekends will find him outside participating in these activities and spending time with his family and friends.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
