Associate Wealth Manager
“I enjoy collaborating on a financial plan as well as implementing it. It is the perfect way for me to utilize my analytical mind and help people at the same time. The high standards to which Laurel Wealth Planning holds itself gives me a strong sense of pride in the work I do. I feel my values align with those held by the individuals at Laurel Wealth Planning and I am honored to be a part of the team.”
Jesse joined LWP as an Associate Wealth Manager. His interest in the profession was sparked during a high school economics course when he participated in a stock market simulation. “The fact that money can go to work for a person was new to me. It almost seemed like one way to realize the American dream. I wanted to achieve this for myself and for others.”
Jesse attended Augsburg College, where he graduated with honors, earning a Bachelor of Arts degree in Finance and a minor in Economics. During college, he was a member of the Augsburg College Track & Field team, serving as team captain in his final season. He was also involved with the Augsburg Business Organization, taking on a role as the Accounting/Finance chair for the group.
When he’s not in the office, Jesse often finds himself at the gym in his effort to stay fit. He enjoys keeping up with all of the local Minnesota sports teams and he especially looks forward to football season. Jesse’s favorite TV show is Shark Tank, but he also has an affinity for the popular Game of Thrones series. Another priority for Jesse in his free time is getting outside, no matter the season, because he enjoys them all!
Credentials and Licensing
Certified Financial Planner (candidate)
The CFP® mark signifies substantial training and experience in financial planning, as well as an expectation of practice according to rigorous ethical standards.
Series 65 License
Licenses the holder to give investment advice.