Before joining the team, Jesse examined banks for the FDIC in Springfield and St. Louis and supervised a statistical services department at the Federal Reserve Bank of Kansas City, which is to say he has read more fine print than anyone else in the office. Clients get that thoroughness pointed at their plans. He joined the practice in 2016 and works with clients across both offices, including regular weeks in Macomb.
MBA, University of Central Missouri, where he also taught a graduate course in financial analysis and accounting
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
In the financial industry since 2010: FDIC bank examiner, Federal Reserve Bank of Kansas City supervisor, bank lender and compliance officer
Team Member for Forbes Best-In-State Wealth Management Teams
2026, 2025, 2024, 2023
Jesse and his wife, Katy, live in Stover with their son, Jonah. They met while both working at the FDIC, and now spend their time traveling, walking, and helping in the family vineyard, which produces more stories than wine some years.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com).
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com).
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
