Associate Wealth Advisor
Jordan began his financial services career in 2015 in the insurance industry. Later, he joined a fee only RIA in Dallas, where he helped manage the firms ultra-high-net-worth and family office clients. This experience helped Jordan develop a firm understanding of complex estate and legacy planning strategies. Jordan believes setting goals is the key to a successful future and he enjoys helping his clients identify what they are passionate about. Jordan graduated from Oklahoma State University with a Finance degree and is a CERTIFIED FINANCIAL PLANNER™ professional. He currently serves on the board of the Financial Planning Association DFW and has previously held leadership positions with the Dallas Estate Planning Council. Jordan loves traveling with his wife, watching his favorite sports teams, listening to music, and rock climbing.