After 37 years in financial management for non-profit organizations, I was retiring from my career, and decided to seek a professional financial advisor to manage our investment funds.

As hard as it was to pass the torch of this responsibility, it was the best decision we ever made for our financial portfolio. Jesse and the team developed an excellent investment strategy for our multiple retirement plans, and he continues to provide guidance along with quality advice.

He is mindful of our objectives and provides constant updates of our investment positions.

We would recommend Jesse to anyone seeking a trustworthy, knowledgeable, and professional advisor.

*The statement was provided 8/12/24 by Sandy H. who is a client and relative to an advisor in our office. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.