Jesse has been advising clients since 2002 and joined Core Path Wealth in 2019. He seeks long-term, mutually beneficial relationships with an emphasis on straight forwardness and honesty to achieve financial independence. He believes his value proposition lies in the coordination of a client's entire financial picture. Jesse joined CorePath because their structure and mission to serve clients align with his.
He enjoys helping to pull wisdom from information and tries to think critically about a client's situation in order to develop a strategy that meets the needs of today without ignoring the desires of tomorrow.
Jesse is a contributing author to Real Life Financial Planning with Case Studies, which he collaborated on with Todd Bramson, Senior Advisor at North Star Resource Group. The book is designed to assist successful professionals in reaching true financial independence. Jesse has also contributed to the "Money Management" column of Medical Economics. He has held seminars across the country for medical and dental professionals, working with schools in Pittsburgh, Duluth, Morgantown and Omaha, among others, educating physicians. Additionally, Jesse is an advocate of promoting financial literacy in schools and works with the Minneapolis-based organization Best Prep in furthering that cause.