Jesse Steele, ChFC®

Partner, Investment Advisor Representative & Certified Financial Fiduciary®

Jesse works closely with Stan Lochrie in the Financial Planning Department as well as assisting with certain aspects of client services. Having a long history of working in the international luxury hospitality business, Jesse brings the skills necessary to deliver distinguished client service to each of our clients. Jesse holds his NASAA Series 65 license and has his Chartered Financial Consultant designation (ChFC®) through the American College of Financial Services. Jesse is also a Certified Financial Fiduciary® with the National Association of Certified Financial Fiduciaries. When he is not at work, Jesse loves spending time with his wife & new daughter as well as golfing, scuba diving and cooking.