Get to Know Us
Jesse Dietz, CFP®
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.
Jessica manages new business and current client asset movement. She is a native Houstonian with several years of financial institution experience. After venturing to Oregon for over 2 years, she came back home to be with her growing family. Jessica enjoys deep discussions of a wide range of subjects with friends and family and playing with her puppy. In her free time, she enjoys reading, dancing, and trying new meals to cook.
Susan greets our clients and assists with many duties around the office. Susan was born and raised in Ohio and graduated from Miami University in Oxford, Ohio with a B.A. in Communications and Theatre Arts. She moved to the Houston area over 37 years ago and was a 5th-6th grade teacher for 20 years. Susan loves meeting new people and making connections with them. She enjoys activities at her church, going out with friends, movies and her two cats.
Sammi oversees educational seminars, client events, and digital marketing. She was born and raised in Oregon and moved to Houston in 2020 after graduating from Oregon State University with a B.S. in Digital Communications. Sammi enjoys creating art with various mediums, including acrylic paint, watercolor, chalk pastel, and digital art. In her free time, she enjoys playing video games, reading, and going on hikes with her boyfriend.
David helps organize policy deliveries and annual reviews for clients in addition to his marketing role. 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.