CERTIFIED FINANCIAL PLANNER ™ Professional
email@example.com | (800) 850-6827
With more than 19 years of financial planning experience helping clients manage and create clarity around their financial goals. Jesse enjoys creating and continually updating financial plans for his clients and their families. Throughout the years, Jesse has developed skills to work with individuals, families and businesses that are motivated to plan today as they look to the future. “It is a true privilege to become not only an advisor on your team but to get to know our clients and their families personally”.
Jesse grew up in Fremont, NE and with ties to northeast Nebraska, moved to Norfolk after graduation from Midland University, Jesse worked with a national firm prior to joining Calmwater. Wanting to pursue the freedom that an independent investment firm offers, Jesse is excited about what additional opportunities Calmwater Financial Group® will bring to his clients. Jesse, went on to complete the rigorous training to become a CERTIFIED FINANCIAL PLANNER™ Professional. Additionally, he holds the Chartered Financial Consultant® and Chartered Life Underwriter® with the American College of Financial Services.
Outside the office, Jesse and Molly stay busy with the activities that their 3 kids, Lauren, Noah and Ellie are involved in. Additionally, they enjoy anything outdoors, from camping, biking, boating. When not at work or with family, Jesse enjoys the opportunity to play golf and coach youth sports.
How can we create financial confidence for you?
Calmwater Financial Group puts People First, using a clearly defined Process to give you greater clarity and confidence. Because of our independence, you also have access to a wider variety of non-proprietary Solutions, which support a Plan designed specifically for you and your loved ones.