After receiving his bachelor's in Business Administration with honors from the University of Notre Dame, Jordan spent the first few years of his career in public accounting on his journey to becoming an advisor. Jordan chose to be an advisor because it allows him to do the three things he loves—math, solving puzzles and helping people. Jordan has been serving clients in the financial services industry for 21 years and has been a Certified Financial Planner since 2004. He has worked extensively with corporate executives throughout his career and focuses much of his practice in this area. Jordan’s go-to financial advice is to have a plan and stay the course.
Jordan has four children with his wife, Anna. In his free time, he enjoys golfing, reading, playing guitar and cheering on the Fighting Irish. Jordan has been involved in many local organizations since moving to Charlotte in 2002, including significant work with MiraVia, an organization that supports pregnant women and babies. Jordan's favorite things about working with clients are helping them get organized, reducing their stress and being a small part of their family's success.