Jesse Li

Client Service Associate

Jesse Li

Jesse joined Elwood & Goetz in June 2023. In his role as a client service associate, Jesse plays an instrumental part in helping E&G maintain our responsive service. Working alongside our financial planning teams, Jesse provides critical operational support that enhances the quality of our client relationships, financial planning recommendations, and ongoing wealth management implementation.

Prior to joining E&G, Jesse served as a financial analyst on a team of financial advisors at PNC. There, he developed expertise serving the unique needs of high-net worth families with tailored solutions.

Jesse has long had a heart for finance that he credits to his father. Growing up, he was always inspired by his dad’s story, and as Jesse grew older, he looked increasingly more to his father as a role model and started to pursue a genuine interest in financial literacy.  Jesse greatly values developing deep relationships with families, always seeking to understand the “why” behind their goals.

Jesse earned his bachelor’s degree in finance from theTerry School of Business at the University of Georgia. He graduated from theHonors Program, and during his time at UGA, Jesse was involved in several business societies and local ministries in Athens.

Outside of the office, Jesse loves cooking and trying new cultural foods, often coupled with traveling so he can become immersed within the culture. He also enjoys staying active, ranging anywhere from working out to playing pickleball.  

Education & Credentials
University of Georgia
Bachelor of Business Administration - Finance
Service, Associations, & Accolades