Meet the team.

Bachelor of Business Administration, McMurry University 

MBA in Personal Financial Planning, Indiana Wesleyan University 

Series 6, 7
‍

Jesse, a devoted financial professional at Synchrony Wealth Management, holds an MBA in  Personal Financial Planning, adding depth to his knowledge in guiding clients toward financial  aspirations. He believes daily opportunities can lead clients closer to their financial goals. Jesse  is motivated by witnessing clients achieve success and lives by the mantra of finding joy in the  journey. 

Guided by Synchrony Wealth Management's client-centric philosophy, Jesse ensures investment  strategies are not only diversified but also tailored to each individual. This personalized  approach instills confidence, as Jesse and his team unwaveringly prioritize the best interests of  their clients. 

Before joining Synchrony, Jesse served honorably in the United States Air Force for six years and  continued his commitment in the Air National Guard for an additional six years. This background  instills discipline and a strong work ethic that Jesse brings to his role in wealth management. 

Beyond finance, Jesse finds joy in quality time with his family, engaging in activities like playing  disc golf, reading, traveling, and actively participating in church activities. Jesse's diverse  experiences contribute to a well-rounded perspective, enhancing his ability to connect with  clients on a personal level—an asset to the Synchrony Wealth Management team. 
‍

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