Jesse Stacy, CFP®

Financial Advisor

Columbus, OH Office

As a financial advisor, Jesse works alongside CPAs and estate planning attorneys to help clients build strategies designed to achieve their goals. He advises clients at all stages of their financial lives, helping them navigate complex investment situations and ever-changing market conditions. Jesse strives to form long-term partnerships with clients by being approachable and open for people to express themselves, ask questions and learn.

Jesse especially enjoys working with clients who wish to carefully and thoughtfully work toward achieving long-term financial goals such as retirement, paying for a child or grandchild’s college education, or leaving a legacy for the people and causes that matter most. He understands that each client’s situation is unique, and each client requires a custom financial plan to meet his or her needs.

Jesse has a bachelor’s degree in economics from The Ohio State University.

An avid Buckeye fan, Jesse also enjoys chess, cooking new recipes, spending time outdoors and being with family.