Wealth Management Analyst
Jesse comes to us with close to 15 years of experience working with entrepreneurs and individuals to help address their business and financial planning needs. Jesse worked as a public accountant at Katz, Sapper & Miller before starting his own Business Advisory practice in 2009. Jesse graduated with a Bachelor’s of Science degree in Accounting & Finance from Indiana University’s Kelley School of Business.
Jesse has been Goldstein Group’s Business Manager since 2012, where he has proven to be knowledgeable, ethical and hard working.
Jesse will be helping us to help you with tax related financial planning issues, as well as introducing clients to Goldstein Group.
Jesse is married with four children and lives in Zionsville. His wife, Rebecca, is currently serving in the Indiana Army National Guard as an Intelligence Analyst. Their oldest daughter, Bellah, has completed her first year of College at IUPUI, majoring in Forensics. Their daughter, Evita, is an 8th grader, and their son, Isaac, is a 4thgrader in Zionsville. Their youngest daughter, Emilia, is a very curious and active 15-month-old, enjoying getting into everything! Jesse enjoys spending time with his family, running in marathons, exploring creative cooking, and reading.