Jesse Ruda

Jesse brings a holistic, client-specific approach to his role: creating, monitoring, and adjusting personalized plans to support each client’s unique financial goals.

Jesse began his career at Fidelity Investments as a Workplace Planning Consultant, where he specialized in retirement planning and investment guidance within 401(k) accounts. Today, he leverages that foundation to deliver thoughtful strategies that integrate long-term planning, disciplined investing, and proactive client service.

Outside of work, Jesse enjoys time with his family, playing golf – he was a member of the 2004 NCAA National Championship Golf Team – barbecuing Wagyu beef from his family’s boutique cattle ranch, and volunteering with local charities such as Sleep in Heavenly Peace. A fifth-generation cattle rancher, Jesse values hard work, tradition, and community – principles that guide both his personal and professional life.