I am passionate about what I do. I believe that the core of my business is to know clients’ dreams and then work together toward them. I believe the relationship you have with your advisor can make a difference in your plan, your future, and your ability to live the life you dream of.
I have gained invaluable knowledge that has helped me develop a well-balanced approach to financial planning and asset management strategies. These strategies focus on helping clients become more confident about managing their financial objectives. They are designed to provide solutions to both your everyday and long-term financial questions and are personalized to your specific needs. I track progress toward your goals and help you update your plan based on changes in the market conditions and your individual situation.
As a team, JESSE, KEELING & ASSOCIATES offer depth and diversity in our combined skills and experiences. You will appreciate the personalized service and one-on-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our group is supported by a team of corporate office professionals with backgrounds in many fields, to help you better understand and feel comfortable with the guidance you receive and the strategy we will develop together tailored to your financial goals.