Reese provides comprehensive wealth management for individuals, families, and business owners. He is passionate about helping clients gain clarity and confidence by truly understanding their unique circumstances and translating complex financial matters into clear, actionable advice. His approach blends honest communication with a commitment to exceptional service.
His background in portfolio management, investment research and analysis, financial planning, trading, practice management, and operations, gives him an integrated perspective across the financial services industry. Reese’s wealth management experience spans a variety of roles held at Charles Schwab, a regional CPA/RIA firm, and founding his own investment advisory firm. Earlier in his career, he worked in financial planning and analysis in the insurance and banking industries.
A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Reese is also pursuing the Enrolled Agent (EA) designation to deepen his tax expertise. He also serves as Treasurer for a community nonprofit.