From an early age Jordan knew that his ultimate goal was to help people navigate their finances and achieve their goals. Since then, he has been laser-focused and diligent in the pursuit of achieving that vision. He brings that same level of drive and dedication to the relationships he has with clients. Between his industry background and Certified Financial Planner (CFP®) designation he excels in comprehensive financial planning. He pursues efficiency in everything he does for clients providing an easy and seamless experience. Jordan works with clients to navigate a wide range of financial planning topics but especially enjoys helping people develop and implement their retirement plans. His straightforward approach helps clients build clarity and confidence in the path that they are on.
Outside of the office you can find him hiking, hunting, riding horse, or tackling house projects at his home on Lake Marie in South Haven. He's an early riser and thoroughly enjoys traveling. Given his goal-driven nature it comes as no surprise that he has a bucket list and pushes himself to fill his free time and enjoy life to the fullest.
- Bachelor of Science degree in Finance from St. Cloud State University
- Certified Financial Planner (CFP®)
Licenses & Designations:
- FINRA Series 7 General Securities Representative
- NASAA Series 65 Uniform Investment Adviser
- NASAA Series 63 Uniform Securities Agent