I believe that the best financial advice comes from someone who understands the value of hard work. Growing up in the rural landscape of China, Michigan, I learned early on that a good harvest doesn’t happen by accident—it requires a great plan and even better habits. Raised on a horse farm among the corn and soybeans by my parents, entrepreneurs Joe and Kirsten Jelsch, I was taught that financial discipline isn’t just a skill you learn in a book; it’s a way of life.
Whether I was on the farm or earning my Bachelor of Science at Michigan State University, I was always known as the one "best with money." I’ve taken those lifelong habits and turned them into a mission to help others master their own financial destinies.
My passion is helping people navigate the most critical transition of their lives: moving from the accumulation phase to the preservation phase. You’ve spent years working hard to grow your wealth; my job is to make sure you actually get to keep it.
Now 215-licensed in Florida, Michigan, and Connecticut, I provide a steady hand to help you navigate:
- Retirement Planning: Making sure your "nest egg" lasts as long as you do.
- Financial Planning: Crafting a roadmap that accounts for taxes and sustainable growth.
- Medicare & Dental Protection: Shielding your life savings from the sting of unexpected medical bills.
- Final Expense Planning: Ensuring your family is left with a legacy, not a burden.
In 2018, my wife Karilynn Jelsch and I planted our own roots in Summerfield, Florida. When I’m not at my desk, I’m usually at home with Karilynn and our animals, living out the same values of stewardship and protection that I bring to my clients every day.
I don’t just manage accounts; I protect the people, the stories, and the legacies behind them. Whether we’re crossing paths in the golf cart lanes of The Villages or out in the quiet woods of the Ocala National Forest, I’m here to make sure what you’ve built stays yours.