Jordan is dedicated to delivering comprehensive, goals-based planning. He focuses on building holistic strategies that help clients achieve financial outcomes efficiently. He specializes in tax-efficient plans across all life stages, with emphasis on retirement income and distribution.
His planning approach is rooted in education and objective advice – not sales – empowering clients to make informed decisions with clarity and confidence.
A dedicated reader and lifelong learner, he brings intellectual curiosity and a deep commitment to thoughtful, client-centered planning.
He is married to Kirstin and is the proud father of two daughters. Jordan and his family enjoy skiing, hiking and traveling.
Favorite Book: Shantaram, by Gregory David Roberts
Jordan believes Shantaram reflects his appreciation for stories that explore complex human experiences, resilience and the pursuit of meaning across cultures.