Jesse Milde

A team approach

Our people collaborate to deliver highly personalized service to you.

James J. Ciprich
James J. Ciprich
CFP®, MBA
Wealth Advisor
Chadderdon O’Brien
Chadderdon O’Brien
CFP®, FRM
Wealth Advisor
Arlene Pitch
Arlene Pitch
Client Relationship Specialist
Jennifer Veenhuizen
Jennifer Veenhuizen
Team Assistant

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As a Client Relationship Specialist, Jesse provides supports to the entire team. She manages multiple client-related administrative tasks, schedules and prepares annual reviews for clients, responds to client requests and participates in the quarterly reporting process. Jesse is a member of the Firm’s Neighborhood Nonprofits Group. An active member of her local community, Jesse serves on the Board of Directors for the St. Barnabas Burn Foundation where she volunteers her time toward fundraising and organizing events.

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