Jess is a Financial Advisor at RBC Wealth Management with nearly two decades of experience helping business owners and high-net-worth individuals build, optimize, and successfully transition their enterprises.
As a Certified Exit Planning Advisor CEPA®, Jesd focuses on guiding business owners through every stage of their company's lifecycle. He works with clients ranging from family-owned operations to upper middle market corporations, helping them identify growth opportunities, manage risk, and plan strategic exits. His comprehensive approach includes assessing business strengths and weaknesses, implementing value-creation strategies, structuring employee benefits and retention programs, and developing customized growth or succession plans.
Jess's credentials reflect his commitment to excellence. He holds a Bachelor of Arts in Business Communications from the University of Kansas and passed the Series 7, 9, 10, and 66 securities exams. He's also credentialed to advise on life, health, and variable annuity insurance products—enabling him to provide integrated wealth solutions.
As a member of RBC Wealth Management's prestigious IAG Portfolio Focus Group, Jess stays at the forefront of wealth management innovation and best practices.
A Twin Cities native, Jess lives in Plymouth with his wife Katie and their daughters, Lola and Lucy. When not advising clients, you'll find him hunting, fishing, cheering for KU basketball, or enjoying time at the family cabin.
