Partner in Copper Harbor Investment Advisors LLC, has been advising clients through a fiduciary and investment management role since 2006.  Jesse’s experience includes an extensive background in investment management, financial planning, asset allocation, trust & fiduciary services as well as 401(k) plan management.

Experience

• Director of Wealth Management, KerberRose Wealth Management
• Vice President and Trust Officer, Associated Bank Trust
• Investment Manager, Schenck SC
• Certified Financial Planner-detailed retirement planning and cash flow/tax analysis
• Family wealth planning-including charitable giving and estate planning strategies
• Portfolio customization-achieve client goals and living expense requirements through individualized portfolios

Education and Designations

• BA History & International Studies, University of Wisconsin – Stevens Point
• MBA Finance & Marketing, University of Wisconsin – Oshkosh
• CFP® – Certified Financial Planner

Community Involvement

• Heckrodt Wetland Reserve, Menasha – Board Member; Investment & Site Committees

UW Fox Valley Foundation – Investment Committee

Phone: (920)441-0300
Email: Jesse Nelson