A Montana native, Jesse grew up in Libby and went to two years of school at the University of Montana before transferring and finishing his degree at Bismarck State College in North Dakota. Jesse's obtained his degree in Stationary Engineering related to energy generation and distribution, however Jesse quickly realized that his true passion was investing when he began doing day trading on his own.
Jesse was introduced to us by a client of the firm and joined us in June of 2015. As Jesse began in the financial services business, he quickly developed a passion for assisting the teachers of Montana with understanding and maximizing their very complicated pension plans. In addition to his work with teachers, Jesse's practice focuses on helping a wide range of occupations and families with estate planning, family protection, and pension maximization. Jesse writes a monthly pension newsletter for the teachers of Montana as well as quarterly articles for the Montana55 magazine. His articles cover a myriad of subjects ranging from estate planning to pension maximization.
As an Eagle Scout, Jesse remains active with local Boy Scout Troops and Cub Scout Packs in the hopes that other young men can enjoy the same experiences and opportunities that he did while in the Scouts. Jesse loves the outdoors and enjoys golfing in the summer, snowboarding in the winter, visiting his family in Libby.