About Jordan
As an associate wealth advisor, Jordan collaborates with his advisory team to deliver a comprehensive financial planning experience that centers on clients' personal and financial goals. While he finds satisfaction in the quantitative aspects of financial planning, such as tax analysis and investment planning, what truly resonates with him is building relationships and engaging with clients daily.
Jordan's career choice in financial planning stems from his passions merging, including an early fascination with human psychology, an interest in professions involving interpersonal interactions, and his family's professional background in the financial services industry. Jordan holds a bachelor's degree in personal financial planning with a minor in psychology from Kansas State University. He also holds the CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent certifications.
A die-hard Chiefs fan, Jordan frequently attends games at Arrowhead Stadium to cheer on his favorite team. He also loves exploring Kansas City with friends on the weekends, and you can find him unwinding by going to the gym, weightlifting and running.
As an associate wealth advisor, Jordan collaborates with his advisory team to deliver a comprehensive financial planning experience that centers on clients' personal and financial goals. While he finds satisfaction in the quantitative aspects of financial planning, such as tax analysis and investment planning, what truly resonates with him is building relationships and engaging with clients daily.
Jordan's career choice in financial planning stems from his passions merging, including an early fascination with human psychology, an interest in professions involving interpersonal interactions, and his family's professional background in the financial services industry. Jordan holds a bachelor's degree in personal financial planning with a minor in psychology from Kansas State University. He also holds the CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent certifications.
A die-hard Chiefs fan, Jordan frequently attends games at Arrowhead Stadium to cheer on his favorite team. He also loves exploring Kansas City with friends on the weekends, and you can find him unwinding by going to the gym, weightlifting and running.