Jordan has served clients on many levels in the client servicing field throughout the course of his career. Managing service departments, building teams of service-oriented professionals and serving in volunteer capacities with his children’s school and within his community are just a few examples of his client-centric and community-oriented values. His professional goal is to provide families with peace of mind and confidence within their financial lives and to provide a second-to-none client experience.
Jordan specializes in creating full financial plans with a focus on Cash Management, Tax and Investment Planning and Estate and Retirement Planning. He works closely with his team of professionals to create and implement individual financial plans that illustrate the financial future of each and every one of his clients.
Jordan and his wife Amanda have two sons of which he takes exceptional pride in.
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