Key Aspects of Jesse's Approach:

Jesse has been a licensed and registered financial advisor for 25+ years and is supported by team of experienced professionals.  Prior to RBC Wealth Management Jesse worked at investment firms Merrill Lynch and Piper Jaffray.

Client Centered: Tailoring strategies to unique goals, values, and aspirations.  I take the time to get to know you and your goals, then provide customized financial advice to help you reach your goals.

Core Values:  Integrity, Accountability, Competence, and Responsibility.

Comprehensive Planning:  Utilizing a wide array of resources to manage complex wealth situations.  My clients benefit from a customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Stability & Trust:  Leveraging a long heritage of financial strength and ethical, transparent practices.

Serving:  Families, Small Businesses, Retirees & Experienced/New investors.

Community Focused:  Supporting local communities through volunteerism and philanthropy.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Federal Reserve

Fed change is afoot, in more ways than one

May 01, 2026 | Thomas Garretson, CFA

A new era is at hand at the Fed with Kevin Warsh poised to become the next chair. We look at how this may affect monetary policy ahead and point out that the days when the chair held outsized influence over the institution may be a thing of the past.

Read more

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