My name is Jesse Stockwell and I’m a passionate entrepreneur, angel investor and advisor to various companies. I have a strong interest in strategic management, financial technology, long-term value, and achieving almost impossible goals.
I was fortunate enough to attend the Wharton Business School at the University of Pennsylvania and after graduation in 2000 I entered the investment banking industry, holding an analyst position with Volpe Brown Whelan & Co., which at that time was recently purchased by Prudential Securities.
I learned quite a bit about finance during my time at Wharton and while an investment-banking analyst. However, at the start of my career I had a pretty rude awakening given my lack of understanding about personal finance. For several years following college I faced stressful times simply making ends meet, living paycheck to paycheck, accumulating debt, and all while having no good planning in place for the future. I recognized that if I was unaware of basic financial literacy involving insurance, credit, savings, and tax planning, many other people must also be in the same situation. I saw firsthand that there lacked a legitimate number of financial services providers focused on helping the people that often needed trusted advice the most, and thus began my vision of building companies that have set about to change that.
Being an investment-banking analyst was one of the toughest jobs I’ve ever had, with its long hours and countless deadlines to meet. However, it still remains to this day one of the most valuable positions I’ve ever held and I wouldn’t change that for the world. Despite that, I had a much greater desire to make a bigger difference on Main St. than Wall St. After many years of expansion, my companies currently employ over 300 staff at our headquarters in Santa Ana, CA, where our mission is still to help everyday people overcome financial challenges. Having worked diligently to bring professional financial services to the underserved for over 14 years, my companies have been able to help tens of thousands of Americans with a variety of financial offerings. Currently we assist clients with negotiated debt settlement, tax resolution and consumer lending. We’re always seeking to continually add more beneficial services in the future and invest in areas where we can add the most value.
Our flagship company, Optima Tax Relief, is now the nation’s leading tax resolution firm and at Optima Tax Relief, the client comes first and this is reflected in our core values. We’re also serious about taking good care of our staff, and our team enjoys a variety of employment benefits, company outings and shared experiences together. Over our history, we’ve also aimed to make a difference in our community, not only to help others, but to set a positive example to our staff, partners and neighbors. Every year, our whole team participates in hosting and supporting community events with a handful of local charities – these events are a staff favorite.
Another company I am proudly a part of is Debtmerica Relief, a nationwide negotiated debt settlement firm that I co-founded in 2006 with my partner and college friend, Harry Langenberg. The Company has achieved much success since its humble beginnings, including being honored as both an INC 500 “Fastest Growing Privately-held Company” with a ranking of #184, and also as a “Best Place to Work” by the Orange County Business Journal. In addition to Debtmerica, I also work with Loan Now and Super Money.
I’m also an investor and advisor to the following companies:
Evolve Vacation Rental Network – Evolve makes vacation rental easy for everyone. Our marketing and booking services eliminate hassle, guesswork and frustration for owners and travelers.
byUs – a revolutionary new platform for trusted recommendations.
Doctor Evidence – a specialty software platform and services company aimed to assist stakeholders from across the healthcare ecosystem to make evidence-based medicine decisions with the most relevant medical evidence.