Jordan prides himself on thinking deeply about the needs of his clients. He often speaks of the changes that the financial services industry is going through, and how he can stay ahead of those trends so that the individuals, families, and businesses he works with can achieve a superior experience.

“Long gone are the days when a client would pay an advisor to pick which mutual funds or stocks to invest in. I align myself with my clients as a fiduciary in all situations. A simple task like setting up a retirement plan for a small business owner can quickly escalate to a complex business transaction involving investment bankers, attorneys, and accountants. I see myself as an extension of the clients I represent—a trusted resource that understands their personal wishes as well as their financial ones and can create structure out of the chaos that is money.”

Jordan holds FINRA Series 7 and 66 registrations as well as life, health, and disability insurance licenses in Ohio. He is also a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA^®) who focuses on combining the individual components of a financial situation into a relevant and actionable plan.

 After receiving a bachelor’s degree in finance, investment and banking from the University of Wisconsin-Madison, Jordan returned to Cleveland and now resides in Bainbridge with his high school sweetheart-turned-wife, Kaylee, their newborn daughter, Maria, and their puppy (he won’t accept that she’s almost three) Lily.

 He is an avid chef that loves trying new restaurants and playing golf. Jordan makes time outside of work to get involved with the community. He has held leadership roles with several organizations across Cleveland like Recovery Resources, the Cleveland Foundation, and Believe in Dreams.