About Jesse
Jesse is a Financial Advisor with Rivertree Financial Planning.
Originally from Columbia, SC, Jesse holds a B.A. from Belhaven University and a Master of Divinity from Reformed Theological Seminary. He began his career in the counseling profession, before transitioning to the banking industry. There he served as a Branch Manager and lender at Regions Bank in Ridgeland, MS.
Jesse joined the Rivertree team in June of 2025. He currently holds Series 7 and 66 licenses, as well as a Mississippi Insurance License for life insurance. He is a Registered Representative with Valmark Securities, Inc., an independent, registered broker-dealer, and member FINRA and SIPC. He is also an Investment Advisor Representative with Valmark Advisers, Inc., a Registered Investment Advisor.
Jesse and his wife Joanna live in Ridgeland, MS with their four children: Della, Harvey, Leonora and Jeannie. They are active members of Pear Orchard Presbyterian Church.