Meet Jesse, a financial advisor dedicated to helping physicians, small business owners, recent retirees, etc., build clarity and confidence in their financial lives. He specializes in personalized financial plans designed to support long-term goals, protect what matters most, and create lasting financial security across every stage of life.
A Foundation Built on Service
Before entering the financial services industry, Jesse spent 21 years serving as an active-duty Infantryman and Green Beret in the United States Army. His career took him across Afghanistan, Iraq, Africa, and Eastern Europe, where he served in roles including Special Forces Medical Sergeant, Dive Medical Technician, Operations Sergeant, Sniper, and Tactical Advisor. These experiences demanded discipline, adaptability, and leadership under pressure, qualities that now shape his approach to guiding clients through important financial decisions.
Purpose-Driven Guidance
Jesse is passionate about helping individuals and families achieve their financial goals because of the meaningful, lasting impact it creates. With a background in the medical field and a strong connection to the healthcare community through his fiancé, a physician in the Albany region, he understands the dedication required in demanding careers. He believes people deserve to be fully rewarded for their hard work and is committed to helping them build a future that reflects that effort. Seeing families thrive across generations is what drives his work every day.
A Team That Elevates Excellence
As part of the Thoroughbred Advisors team, Jesse values being surrounded by professionals who are deeply committed to doing what’s right for their clients. The firm’s culture of collaboration, support, and high standards pushes him to continuously grow and deliver meaningful results. With access to a strong network of expertise, he is able to focus on helping clients achieve long-term financial well-being with confidence.
Life Beyond Finance
A Florida native now based in Albany, New York, Jesse is grounded in family, community, and service. He enjoys spending time with his fiancé, children, and their four dogs, two German Shorthaired Pointers, a Belgian Malinois, and a Jack Russell. Outside of work, he can often be found golfing, attending live music events, or exploring the outdoors. He also remains dedicated to giving back by volunteering with organizations that support veterans transitioning to civilian life.
Jesse is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA/SIPC. Jesse offers securities and is insurance licensed in New York.
