Jesse Schenck

Meet Jesse

Jesse is a Wealth Advisor based in Bartlesville, Oklahoma. He joined Mercer Advisors in 2022 through the acquisition of Convergent Wealth Management where he was a financial analyst. He was responsible for assisting in financial plan building, tax planning and preparation, and investment analysis. Jesse is a CERTIFIED FINANCIAL PLANNER® professional with a strong foundation in tax and retirement planning. He began his career in the financial services industry in 2018 at TD Ameritrade. Jesse earned a B.S. degree in business administration with a concentration in finance from the University of Missouri at St. Louis.

Jesse’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jesse has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Helping new families shift financial priorities while building a strong foundation for the future
Life changes after the loss of a spouse, from estate transitions to long-term planning
Private markets, including fund due diligence, liquidity planning, and portfolio integration
Guiding clients through living in retirement with steady income and smart planning

His working style

Jesse’s working style centers around building and maintaining trust. He aims to do this through proactively communicating, being a calming presence, and striving to relate to clients’ situations, no matter what phase of life they’re in.

Jesse in real life

What keeps you busy outside of work?

Spending quality time with my wife and daughter. We love to play in the yard when weather permits and find new restaurants. I also enjoy playing golf with family and friends.

Favorite thing about where you live?

After living in multiple large cities across the U.S., I have come to appreciate the simplicity and pace that comes with living in rural Oklahoma.

What’s one thing you are surprisingly good at?

I am an avid baker and I am constantly tweaking recipes to find the perfect combinations. I enjoy the thrill of perfectly executing a bake and sharing it with family.

Jesse’s snapshots

Career highlights

Joined Mercer Advisors in 2022 through the acquisiton of Convergent Wealth Management
Served as Financial Analyst at Convergent Wealth Management for two years
Served as Sr. Account Manager at TD Ameritrade for two years

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