Chesser Financial has been serving clients at all stages of their financial journeys since 1988. Whether helping a new family to chart the course for their financial future or guiding an executive through the financial realities of their retirement, our experience and emphasis on trust and clarity are at the heart of all we do.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
New Business Operations Specialist
Executive Assistant to Jamie Chesser
Executive Assistant to Terri Wetzel and Tim Noice
Executive Assistant to Jim Lilley
Assistant to Jim Lilley
Filing and Recordkeeping
Executive Assistant to Scott Olthoff
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.