Bachelor of Science in Corporate Communication
Lamar University, Beaumont, TX
Areas of Expertise
- Business Succession Planning
- Estate Planning
Jesse was born and raised in Southeast Texas and earned his Bachelor of Science in Corporate Communications from Lamar University. He is an alumni of Leadership Southeast Texas (LSET). Jesse first joined the EKC team in 2018. Prior to joining the firm, Jesse was a VP, Financial Advisor with Capital One Investing as well as a Financial Advisor with Merrill Lynch, Pierce, Fenner & Smith. Jesse obtained his CFP® certification in 2020. Jesse's mission in his financial planning practice is to assist clients in aligning their finances with their core values. His clients' comfort is his number one priority and he works diligently to assure that his clients' needs and expectations are always met. In Jesse's downtime, he enjoys golfing and spending time with his wife and daughter Bela.