Associate Financial Planning Analyst
Jesse brings an enthusiasm to working closely with clients, address their needs, and working towards their financial goals. He began his career in the financial services industry in 2017, working for TD Ameritrade and subsequently Convergent Wealth Management before joining Mercer Advisors in 2022. Jesse graduated from the University of Missouri at St. Louis with a bachelor’s degree in business administration with a concentration in finance. He continues to deepen his knowledge of retirement planning and tax laws to assist when analyzing a client’s financial picture. Jesse lives in St. Louis with his wife Alexandria and their dog Kevin. He enjoys cooking, playing golf, and traveling to see family.
121 Southwest Morrison Street
Portland, Oregon 97204
4800 SW Meadows Road
Lake Oswego, Oregon 97035