Jesse Lownsbury, CPA, CFP®
Lead Advisor
Department: Advisors
Experience: Financial Services since 2013 Wealth Management since 2020
Education: B.S. Business Administration (Accounting) from Fresno State
Jesse joined the team in March 2025 following the acquisition of Wade Financial Advisory. He works in a lead and complimentary role to provide clients with a high level of service while addressing a wide range of financial needs (i.e. tax, retirement, estate, etc.). Jesse also serves in an operations role to help internal processes and procures run smoothly and deliver consistency to the clients we serve.
Jesse is a member of the National Association of Personal Financial Advisors (NAPFA) and Financial Planning Association (FPA). He started his career in public accounting as an auditor for PricewaterhouseCoppers (PWC) before transitioning to corporate accounting as a revenue manager at Plantronics (rebranded as Poly). Jesse decided to make a career transition from the corporate world and begin working with individuals to help with their financial needs.
Jesse and his wife, Jodee, have two children, Brooks and Blakely. He’s dedicated to spending quality time with family while also volunteering and helping with his church and trying to balance the demands of work. Many of his favorite family activities involve the outdoors, including hiking, biking, and camping. Jesse also enjoys golfing and playing recreational basketball with friends.