Jesse joined LWP as an Associate Wealth Manager in 2017 and was promoted to Wealth Manager in January 2021. In August 2022, he added the role of Investment Operations Manager. As a Wealth Manager, he enjoys being the bridge between people’s personal and financial goals. He enjoys getting to know his clients and developing personal relationships where he cares about their lives and goals. He sees the magnitude of opportunity that taking initiative in personal finances can provide. He’s honored to help people harness that opportunity. He strives to gather the data and clearly articulate the options so clients can make the best decisions for themselves. “We think of our clients’ goals as our