Designations and Licenses

Jessie is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Jesse works with clients to develop custom wealth management strategies based on the client’s unique goals & objectives. His prior financial planning experience dates back to 2012 and includes backgrounds within the banking and insurance industries, before joining Mariner in 2018. Jesse’s diverse experience within our industry enables him to advise clients holistically through a wide range of financial strategies, which include customized investment strategies, estate planning, tax planning & risk management strategies.

He has a Bachelor’s Degree in business administration with a major in finance and a minor in economics from Eastern Washington University.