MEET OUR TEAM
Jesse Vu, BSW, EPC, CHS, QAFP
CEO, Principal Advisor
As the principal advisor in Exceedia’s family division, Jesse’s practice focuses primarily on helping middle-income families get organized, find money, and learn how to make better financial decisions. One of her passion projects is helping families access the disability tax credit – something so many people have struggled to apply for. Jesse spends time getting to understand your way of thinking about money, exchanging ideas, and making course corrections.
A meeting with her is always thought-provoking and interesting as she helps you uncover how your financial personality impacts your financial decision-making. What makes Jesse’s approach unique is her patience and skill in working with people who are starting out, starting over, or just overwhelmed with the idea of finances.
People are busy. Jesse’s clients take comfort in knowing someone has a full picture of their financial life and a good understanding of what is important to them. A strong believer that true financial planning requires a trusting relationship, many of Jesse’s clients have been to her home and met her children.
Most client appointments with Jesse finish with a big hug and it is not unusual for clients to shed a tear or two during emotional meetings.
Jonathan Mah, BA
Associate Paraplanner
Jonathan Mah is a member of the financial planning team and works under the direction of a senior financial planner preparing and constructing plans outlined by the financial planner. Financial plans get regularly updated as your situation changes; Jonathan helps gather new information and provide the senior planners with updated projections to ensure your financial plan is always relevant to your life circumstances.
Chyanne Hodgson
Associate Advisor
Nader Ben Aissa, BA, JD
Corporate Lawyer, Hooey and Company Lawyers
Nader Ben Aissa provides our firm with expertise in corporate law. He acts as corporate and commercial legal counsel for owner-managed businesses in a variety of sectors, including agriculture, tech, oil and gas, construction and hospitality. In 2018, Nader joined Brent Hooey to establish Hooey and Company Law.
Nader provides representation in a wide range of sophisticated and routine transactions for our corporate and shareholder clients, including contractual negotiations and drafting; start-up ventures, financing and private placement investments (equity and debt); acquisition, mergers and sales of businesses; commercial real estate acquisitions, sales and leasing.