McElhenny and Sheffield are names from the family lineage of the firm’s principal. We take having our “name on the door” seriously. This means integrity and honesty – and that is what you can expect in all facets of your relationship with our company.
McElhenny Sheffield’s team of MBAs, Certified Financial Planners, and Chartered Financial Analysts is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with a coordinated estate, investment and tax strategy.
ABOUT JESSE HAUPTRIEF, CLU®, RFC®, AEP®
Jesse Hauptrief has been in the financial services and investment business for over 40 years. He joined McElhenny Sheffield Capital Management (MSCM) in 2017. Prior to MSCM, Jesse owned Resource Wealth Management, LLC which he founded in 2004 after working as a fee-based financial advisor for 6 years for various regional brokerages. Jesse began his financial services career working with several major life insurance companies. Jesse has earned his Chartered Life Underwriter, Registered Financial Consultant and Accredited Estate Planner designations.
Prior to his career work he served in the Air Force during Vietnam and studied Business and Accounting at Texas State University.