Broker Check
Jesse Sweet, CFP®, MS

Jesse Sweet, CFP®, MS

Financial Advisor

317-570-4400

317-570-4411

jesse@jessesweet.com

I spent years working toward becoming a physician. I completed my undergraduate degree at IU Bloomington, studying neuroscience, then earned a master's degree and attended medical school at Marian University. Two years into med school, I realized I was on the wrong path. Leaving wasn't easy, but it was the right call. I joined my father and got my Series 7 and Series 66 securities licenses, held through LPL Financial, then received my Life and Health (LAH) Insurance License, and finally my CFP® professional designation in 2026.

Working alongside my dad means learning strategies he's developed over nearly 40 years. But what excites me most is that his clients are willing to work with me, too. These are people he's known for decades, and they're trusting me to help them. I want to keep those relationships strong and grow with their families as the next generation starts planning their own futures. Every person has a different story, different goals, different circumstances. That's what makes this work interesting. No one gets a cookie-cutter solution.

I was born and raised here in Fishers. I used to come into this office as a kid with my dad, and now I have my own office in the same building. That's a full circle moment I don't take for granted. I married my wife, Nina, earlier this year. She's a mental health therapist in Noblesville. We bought our first house together and have a rescued dog named Nico, who's basically our first kid.

When I'm not working, I'm outside. Golf, running, yard work, whatever gets me out of the house. I lift weights, do cardio, and I love to cook and grill. That's pretty much it. Work, family, and finding time to be outside.