Your Partners for Retirement
Meet The Team
Jesse Dietz, CFP®
OWNER
As a graduate of Texas A&M University, Jesse brings over 20 years of experience as a financial planner working with people who are nearing or in retirement. He has found that one of the greatest joys of his life has been helping individuals achieve and maintain financial security.
Along the way, Jesse completed financial planning classes at Rice University to achieve the CERTIFIED FINANCIAL PLANNER™ professional designation. He also holds the Texas Department of Insurance Group Life & Health. In addition, Jesse holds Securities Licenses.
As a professional working in wealth management in Houston, Jesse believes there is a sacred trust between the client and the financial planner. He intends to be there for his clients throughout their lives, monitoring their plans, seeing them through times of volatility, and making sure they have enough money to last them through their retirement.
Jesse is an avid reader of books related to his craft and typically reads around 50 books a year. He is a lifelong fan of Star Trek and wants his clients to “Live Long and Prosper.”
Jesse and Danielle have two children, Johnathan and Alexandra. Johnathan is an author living in New Zealand with his wife, Alexis. Alexandra is a certified Culture Bump Facilitator who helps people connect across cultures. She also works at Retirement Planners of Texas as Business Automation.
Danielle Dietz
CFO
Danielle and Jesse started Retirement Planners of Texas together to help people retire with confidence. She graduated from the University of Houston-Clear Lake with a B.S. in Accounting and also has a Texas Department of Insurance Group Life and Health License. In her free time, she enjoys biking, swimming, walking, and crafting. She also likes to make handmade cards for family, friends, and clients.
Alexandra Dietz
SOFTWARE DEVELOPER
Alexandra graduated from the University of Houston with a B.A. in History and Media Production. Alexandra likes coding, reading, knitting, and is currently learning to play the banjo. She spent time as a missionary in Japan and loves inviting international students to her home for Thanksgiving. Alexandra also helped develop an online course that was picked up by Auburn University which is now training teachers in communicating across cultures in two different states.
Monica Trevino
Workshop Coordinator
Monica handles workshop coordination and communications. She was born and raised in Houston, TX. Her hobbies include crafting, watching TV, and spending time with her kids. Going camping and 4 wheeling are two of her favorite activities to get away and spend time with her family. She has a passion for meeting new people and hearing their stories.
Bree Kennard
Client Services
Bree is an Austin native who fell in love with the community in Houston and relocated in 2020. She has an AA in Graphic Design and also has a Texas Department of Insurance Group Life and Health License. She works closely with a non-profit organization that helps women rebuild their lives. She has a deep love for rescue animals, trail running with her significant other, photography and spending time with her family. She hopes to one day travel to photograph nature and wildlife overseas.
Alison Walker
Client Services
Alison has a Texas Department of Insurance Group Life and Health License and is a student at Galveston College with hopes to graduate with a BA in Maritime Business. She had a 15 year career as an Emergency Communicator in NE Texas, but longed to be close to the water and made a big move to Galveston. Alison loves spending time with her daughter, going to the beach and watching the Astros. She has a passion for helping people and animals and volunteers with GOFM and the humane society.