Jesse is a CFP® Professional and has more than 10 years of experience in the financial industry helping high net worth individuals and families achieve their financial goals. Over the course of his career, Jesse has developed a focus in helping business owners, and families with multi-generational wealth manage the impact of their wealth and assure that their financial planning strategy meets their goals and values.
As a Managing Director and Client Manager at Cornerstone, Jesse provides personalized financial guidance to every individual, family, and institution he serves. In following Cornerstone’s guiding philosophy, to always uphold the client’s best interest, Jesse builds wealth management strategies that allow clients to enjoy life beyond wealth. Cornerstone is an independent, employee-owned RIA headquartered in the Northwest in Bellevue, WA since 1984.
In serving as a Family Office to its clients, Cornerstone seeks to simplify clients’ financial lives by giving them back time and peace of mind through an ability to handle all aspects of their financial needs and beyond. From assisting with investment, and cash flow, to complex estate planning strategies, managing clients bills and quarterbacking their team of trusted advisors on their behalf. A client’s needs often go well beyond just finance, and Cornerstone assists with lifestyle and concierge planning to include facilitating family meetings, providing international travel resources, evaluating vetted eldercare resources, assisting in the purchase of automobiles, and more.
Jesse is actively involved in the community as a member of Seattle 4 Rotary, including serving on the Rotary Board of Directors. Jesse is also a Board Member for the Rotary Boys & Girls Club of King County, member of the Washington Athletic Club, and involved with the Northwest Family Business Advisors. Jesse lives in Ballard with his wife, and one-year old son.