Bachelor of Business Administration, McMurry University
MBA in Personal Financial Planning, Indiana Wesleyan University
Series 6, 7 and 66 registrations
Life and Health Insurance License
Jesse is a dedicated financial professional and partner at Synchrony Wealth Management. With an MBA in Personal Financial Planning, he guides individuals toward achieving their financial goals. Jesse believes every day presents valuable opportunities to make meaningful progress, and he finds genuine joy in supporting clients as they realize their dreams. Aligned with Synchrony Wealth Management’s mission of “aligning your wealth with what truly matters,” Jesse develops personalized investment strategies tailored specifically to each client's unique situation. This thoughtful approach fosters confidence, as Jesse and his team consistently prioritize their clients’ best interests. Jesse’s disciplined and approachable demeanor was shaped significantly by his six years of active-duty service in the United States Air Force and six years in the Air National Guard. These experiences instilled the quiet confidence and reliability his clients deeply value. Today, Jesse is committed to helping individuals transform financial security into meaningful, fulfilling lives. Outside the office, Jesse enjoys early-morning runs, disc golf, reading, and embarking on adventures with his wife, Kacie, and their three daughters. Actively engaged in his church and community, Jesse believes true wealth is measured not only by financial success but by the positive impact made along the journey.
Favorite Book – The Alchemist by Paulo Cuelho
Favorite Movie – The Shawshank Redemption
Bucket List – Travel from London to Beijing via Trans-Siberian Railway and other train routes
Favorite Destination – Rome