Jesse has been serving clients in the financial industry since 2001. He has a BSBA, majoring in Financial Planning from Central Michigan University, and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2011. Jesse is married to his beautiful wife Rebecca, and together they have a son, Eric. When he is not serving clients, Jesse is either playing the piano, fishing or golfing.
Jesse's career was inspired by growing up as part of a farm family in rural Deerfield, Michigan. Jesse had first-hand experience seeing how improper financial and estate planning can hurt a family’s dynamics. This experience along with many others have inspired his goal to be the best resource he can be for Langschied Financial's clients through Strategic Financial Planning.
"Inspiration along with a rock-solid foundation in the financial planning process has over time lead me to become passionate about the value we provide for our clients. How do we characterize value? Please allow me to share a personal example. I go to many of my Mom’s doctors’ appointments with her. We had a hematologist a few years ago who in our first appointment started telling us what treatment we should pursue within five minutes of our conversation. Some of his advice was to take a medication that my Mom has been allergic to her whole life. This immediately caused us to doubt his advice, which in turn caused us not to trust him nor act on his recommendations. We wanted to work with a doctor who was willing to ask questions, run tests, look at past medical history and then give us the best options on how we can improve Mom’s medical situation. Our approach with our clients and the value we provide is very similar to the expectations that my Mom and I had with her medical needs," said Jesse Langschied, CFP®.
Our primary focus is to develop trust so that when we meet with existing or prospective clients we can confidently develop a financial plan that is built on mutual trust. This, in turn, will lead to our clients taking action and help them in pursuing their financial goals and objectives. This, we believe, is the greatest value we provide.