President and CEO
Jesse founded Impel Wealth Management out of a desire to help individuals and families “move life forward” through meaningful conversations, comprehensive planning and sound financial advice.
With more than 30 years experience in the financial planning industry, he leverages his deep knowledge and expertise to help our clients in the areas of investment portfolio management, retirement income planning and estate planning.
As both a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary®, Jesse focuses on building meaningful relationships with his clients – getting to know their goals, desires and financial history. Then, he creates a custom roadmap designed to help them reach their ideal financial future.
After majoring in finance at The University of Akron, Jesse began his career as a financial advisor in 1987. He became a founding partner of Millennial Group in 1997, focused on helping people successfully pursue their retirement goals. After founding Impel in 2017, Jesse developed a partnership with Horizon Advisor Network, a national enterprise group providing regulatory and operational support to over 50 advisors in 16 offices across the country. He also leads the network’s investment management committee.
Since 2018, Jesse has been honored to be named a Best-In-State Wealth Advisor for the State of Ohio by Forbes Magazine.* He has also served as president of the Financial Planning Association’s Northeast Ohio Chapter, and has served on Cetera Advisors’ President's Advisory Council since 2004.
Jesse is also deeply involved in community service. His previous positions include president of the board of Heart to Heart Communications; president of the board of Open M Ministries; president of the board of Weathervane Community Playhouse; treasurer of the board of Cuyahoga Valley Christian Academy; president of the board of the Stow-Munroe Falls Chamber of Commerce; and president of the board of Cornerstone Community School. Jesse was also the president for Class 22 of Leadership Akron. He currently serves on the professional advisory councils of both the Akron Community Foundation and the Akron Children’s Hospital Foundation. He also serves on the boards of the United Way of Summit and Medina Counties and the Soap Box Derby.
Jesse and his wife Rachel reside in Stow. They have three children, Shane, Zach and Sedona.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of Feb. 2019: 29,334 nominations received, based on thresholds - 5,961 invited to complete online survey - 9,230 telephone interviews - 1,757 in-person interviews at Advisor's location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.