Team

Jesse provides analysis and advice to clients of Fanno Capital Management, helping them anticipate key decision points in their life and gain clarity over multiple aspects of their finances. He has developed skills in goals-based financial planning, including tax-optimization, preretirement planning, budgeting, liquidity management and withdrawal strategies. As a strong relationship builder, Jesse takes the time to develop a thorough knowledge of clients' circumstances so that he can support a more direct pathway to their objectives.

Jesse recognizes that wealth management is ultimately about people—what they want to accomplish, what they are concerned about and what they envision for the future. He takes pride in helping people solve concrete issues in their wealth, such as the timing of their retirement, purchasing a first or second home or transferring wealth to the next generation in a tax-sensitive manner. He notes that there are often multiple ways to advance the same goal—each with its own characteristics. 

Prior to joining Fanno Capital Management, Jesse was an Investment Associate with J.P.Morgan. Earlier, he served as a Financial Planner for Mercer Advisors and Stifel Nicholas in Portland. 

Jesse earned his Master of Science in Finance and his Bachelor of Business Administration from the University of Oregon's Clark Honors College and Lundquist College of Business. Jesse concentrated in entrepreneurship and earned a second major in Japanese, he also had a minor in economics. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the CFP® Board of Standards, Inc.

A Portland native, Jesse loves spending time outdoors and traveling with his wife, Sarah. He also enjoys playing golf and spending time with his cat named Jack.