Jordan believes setting goals is the key to a successful future and he enjoys helping his clients identify what they are passionate about. He 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 graduated from Oklahoma State University with a finance degree. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Jordan has held leadership positions with the Dallas Estate Planning Council and previously served on the board of the Financial Planning Association Dallas/Fort Worth. Jordan is married and has a Bernedoodle puppy. He enjoys traveling, watching sports, going to concerts, and rock climbing.