Get to Know Us
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 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 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.
Derek was born and raised in Houston, Texas, and joined the United States Air Force in 2012. He lived in Tokyo, Japan for two years, and Las Vegas, Nevada for another two, until he moved back to Houston in 2016 to pursue a career in helping people achieve their financial aspirations. Derek has a passion for music and enjoys playing with his band, as well as reading, writing and designing games in his spare time. He is married to his beautiful wife and spends his evenings playing tabletop games with his friends.
Client Services Administrator
Natalie grew up in Oklahoma City, Oklahoma, and moved to Houston in 2003. She’s currently finishing her last semester at San Jacinto Community College and plans to complete her B.A. in Business at the University of Houston-Clear Lake. Natalie has six siblings, was homeschooled, and lived abroad in England for a year. She also enjoys reading, drawing, cooking, gaming, and playing with her two cats and husky.
Samantha, who also goes by Sammi, was born and raised in Oregon. She moved to Houston in 2020 after graduating from Oregon State University with a B.S. in Digital Communications. In her free time, she enjoys filming and editing videos, painting, playing video games, and hanging out with her cat named Momo.
Born and raised in Pasadena, David graduated from the University of Houston with a B.A. in Marketing and Management. He has three sisters and seven total step-siblings. David enjoys singing with his church choir and Praise Team, the Bay Area Chorus, and the Houston Symphony Chorus in his free time. He also maintains a blog called Film Assessment, where he reviews films. Some of his favorite movies include Star Wars: The Last Jedi, La La Land, The Empire Strikes Back, Raiders of the Lost Ark, Back to the Future, and Jurassic Park.