Jesse Allen

Photo of Jesse Allen

Jesse Allen

Operations Manager

“It takes as much energy to wish as it does to plan.” — Eleanore Roosevelt

Jesse started working in financial services in 2015 with Evident Wealth Management, in operations. When Evident merged with Tencap Wealth Coaching in 2019, Jesse joined the Tencap team.
Jesse is responsible for maintaining day-to-day operations, processing applications, managing schedules, planning large scale events and keeping client and account information up to date.

 
Jesse also plays a huge role in helping clients complete their insurance needs and tasks. This is no small responsibility as there are a host of assignments and tasks that must be completely timely and precisely. Jesse is well organized, thorough, full of integrity and kind.

Tencap has a deep appreciation for all that Jesse is able to manage and build. It takes a highly organized person with a sharp personality and a spirit of customer service to manage operations for a financial planning firm of Tencap’s size.
In Jesse’s free time he can be found fixing something, upgrading things or spending time with his family. With two kids Jesse and his wife stay plenty busy. Their family enjoys camping, anything outdoors and good food.

“Building wealth is not so much a matter of finding the magic beans or the silver bullet investment; it is more a matter of disciplined behavior executed for a consistent period of time.”

Jesse started working in financial services in 2015 with Evident Wealth Management in operations. When Evident merged with Tencap Wealth Coaching in 2019, he joined the Tencap team.

Jesse is responsible for maintaining day to day operations, processing applications, and keeping client and account information up to date.

Tax Strategy

3 ways we help clients reduce their tax bill

"*" indicates required fields

Name*
Zip / Postal Code*

3 Tips to Building a Resilient Portfolio

"*" indicates required fields

Name*
Zip / Postal Code*