Who We Are Get to Know Your Financial Guide

Jesse Grutz has been in the financial services industry since 2009, and has been a financial advisor since 2017, helping individuals create financial strategies. With a passion for connecting with clients personally, Jesse works diligently to understand their concerns and objectives, developing personalized strategies to help ensure their retirement plans are robust and effective. Before founding Grutz Financial, Jesse was a golf professional, which gifted him with the unique ability to assess situations from multiple angles and implement innovative solutions.

Jesse holds an associate degree in golf course management and studied engineering at UW-Platteville. He has passed the Series 65 securities exam and holds licenses in health, life, property and casualty insurance. Jesse is skilled at understanding clients' concerns, identifying possible issues and offering personalized solutions to help address those challenges.

Jesse lives in Delafield, Wisconsin, with his wife, Kelli, and their four beautiful daughters. Outside of the office, he enjoys attending his daughters' soccer games, gymnastics meets and cheerleading competitions. A lover of outdoor activities, he enjoys biking and ice-fishing and eagerly anticipates the day he can revisit his love for golf.