Director of Operations & Client Service
Jesse joined Guided Wealth Management as an intern in 2018 while he was a senior in college. He graduated magna cum laude from West Chester University in 2019 with dual Bachelor of Science degrees in Economics & Finance and a minor in Applied Statistics. After graduation, he accepted a full-time position with Guided Wealth as their Client Service Associate.
Since then, he has become a partner and Director of Operations & Client Service at Guided Wealth. Jesse is one course away from holding the Chartered Financial Consultant Designation® from the American College of Financial Services. In his free time, Jesse enjoys golf, tennis, playing music, fishing, and spending time with family and friends.