Colorado License #: 0029675
Oregon License #: 15454

Jesse draws on more than 12 years of experience as an advisor and tax planner and takes great pride in establishing successful long-term relationships with his clients. In addition to general tax compliance filings, he works closely with business owners advising them on the acquisition and sale of businesses, ownership changes, buy/sell agreements, and cash management. His particular focus is on owner-managed and closely-held businesses. Clients appreciate his quick responses to issues as they arise and his practical approach to their unique situations.

Jesse is the only member of our firm who works with his clients 100% on a virtual basis and works locally with clients in Portland. Leveraging technology such as on-demand collaboration, online meeting, web and videoconferencing, secure document transfer and electronic signatures, his clients are able to enjoy the flexibility of working with Jesse from the comfort of their own home or office. Whether it’s completing general tax compliance or discussing complex planning opportunities, cutting edge technology allows Jesse’s clients to access his expertise wherever and whenever is convenient for them.

Jesse holds a Bachelor of Science degree in Accounting from the University of Northern Colorado. He is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants. He is a licensed CPA in both Colorado and Oregon.

Jesse is currently living in Portland, Oregon after spending over 20 years in Denver. He enjoys hiking with his dog, hitting the gym with his girlfriend and enjoying sunny afternoons on a brewery patio with both of them.