OUR TEAM

Meet the team

JAMESON LETT*

Jameson Lett is a Financial Advisor with a nationwide practice based in Columbus, Ohio. He loves the challenge in honing his craft and all of the unique clients he gets to work with. But the path to get to where he is today was less than conventional.

Weary of the traditional advisory model with its narrow focus and cookie-cutter advice, Jameson graduated from The Ohio State University and chose a different path: He spent 5 years working with people with developmental disabilities to help them achieve meaningful employment and community engagement. The work was never boring and elicited its own reward, but Jameson saw the way that proper financial planning could drastically enhance people’s lives, particularly when medical complexities were part of the equation. Unable to shake the entrepreneurial itch, he began laying the foundation for his future business in 2012. Through the help of others and with a healthy mix of creativity and grit, Jameson launched his practice in the early Spring of 2013.

Over the years Jameson has developed and refined a planning process that helps people see their financial world in a way they often never have before. Today he is proud to run a comprehensive planning practice that delivers custom-tailored strategies to other business owners, investors, aspiring entrepreneurs, and the many other professionals and families that make it all possible. Best of all, Jameson is still fortunate to advocate for people with developmental disabilities. In addition to working with the families and businesses that operate in this space, Jameson also serves on the board of directors for I Am Boundless, one of the largest and fastest growing service-providers in Ohio.

JESSE HARLOW*

My name’s Jesse Harlow and I’m originally from Cincinnati, OH. I’m a proud alum of The Ohio State University and a huge Buckeye football fan! In my free time I love to golf, grill out, drink bourbon, and cheer on my Ohio sports teams with friends.

Our Values

Ever have a bad experience with a financial advisor? When I hear about these experiences, they can usually be boiled down to violating one of the following principles that we take to heart:

STEWARDSHIP

“Imagine it’s mine.”

It’s the golden rule of financial planning: We treat your money, your planning decisions, and your personal goals as though they were our own. Because at the end of the day, we don’t live the decisions you make… you do. We feel the weight of this responsibility. By putting ourselves in your shoes we take on your priorities and treat every decision that you have to make as though we were making it for ourselves, for our own families and for our own legacy.

PROCESS

“Stay the course.”

Finances can be complicated. We follow a very specific process to ensure first and foremost that we understand you: What makes you tick, what milestones matter to you, what results are you really after. Are you worried you may have missed something? No problem. Our process is designed to address every area where you could, would, or should be making important financial decisions. This way, you stay informed and have the opportunity to address all areas of your financial world in a way that is organized and holistic.

LISTENING

“What else?”

One of the most underestimated roles of your financial advisory team is to listen. And guess what? Some people are better listeners than others! We are sincerely interested in understanding your journey and the story of your life. So we ask questions. We listen for important details. Then we ask more questions to foster clarity and a complete understanding of your life goals.

THOROUGHNESS

“Be complete.”

Have you ever made a financial decision and regretted it later? This is usually the result of some key information that you did not have at the time you made the decision, but perhaps discovered later on… when it was too late! Our process is designed to explore every detail and to model out various assumptions (even the ones you didn’t think of). This enables you to more easily weigh the pros and cons based on complete information. Take your next financial decision for a test drive before you take action.

CLARITY

“Keep it simple.”

We know how overwhelming finances can be, especially as you gain more and more success. So we invest in tools and conversations that bring clarity to your financial world. Our experience has been that by keeping you informed and limiting all the financial jargon you will feel more organized and empowered to take control over your financial life.

Our Strategic Partners

21st Century Financial (XXI for short) is the firm from which we operate our business. While providing tremendous resources and a deep roster of experienced advisors, XXI also allows us the freedom to operate our business as we see fit. To quote an old proverb: “If you want to go fast, go alone; if you want to go far, go together”.

Hornor, Townsend & Kent is an independent Broker/Dealer and Investment Advisor. They’re responsible for overseeing our securities business and investment advisory services.

HTK was recently named one of the top 50 Independent Broker/Dealers (IBDs) in the U.S. for 2020 by the respected publications ThinkAdvisor, Financial Planning, InvestmentNews, and Financial Advisor. Rankings are based on company data provided by each broker-dealer through a survey.

AssetMark is a custodian and investment solution provider. They provide valuable research and consultation on our investment portfolios and retirement plans. They also have some pretty nifty platforms for you, the client, to assist in reaching your goals.

Penn Mutual is a mutual company with a legacy of financial strength and stability, and a passion for supporting financial professionals and serving their policyholders. Since their founding in 1847, their decisions have always been made with the policyholders’ best interests in mind. We believe that life insurance can be a central part of a sound financial plan — and that it can make an enduring impact for generations to come.

HTK is a wholly-owned subsidiary of the Penn Mutual Life Insurance Company. Other listed entities are independent of and unaffiliated with HTK.