Transwestern Plaza III
550 North 31st Street, Suite 500
Billings, MT 59101
(866) 637-8132 | (406) 294-2808
Jesse has more than a decade of experience in the financial services industry during some very interesting times and eventful markets. He earned a Business Administration degree with an option in Management from Montana State University-Billings. Jesse is a successful graduate of the Morgan Stanley Professional Foundations Program. Through additional training, he attained an ERISA 408(g) Advisor certificate. Jesse offers wealth building services with access to a multitude of available products within First Financial Equity Corporation (FFEC), a privately-held firm. Jesse practices a long-term strategy by recommending buying and holding quality businesses and uses a few outside money managers who do the same. Similarly, Jesse can offer numerous potentially tax-free solutions as well, including funds that invest in quality municipal bonds from financially secure states.
Jesse’s goal is to become an important part of a client’s life and family. His clients are business owners, property owners, professionals, and individuals of any age in all walks of life. Jesse has clients who are beginning to plan for retirement as well as those who are succeeding during retirement. At the end of the day, Jesse truly respects and cares for each of clients!