Background & Focus:
Jordan joined the team in June 2024. As a Paraplanner, he plays an integral role in supporting clients throughout the financial planning process. Jordan assists clients in gathering essential data and uses eMoney to efficiently organize and manage this information. Once the initial data is collected, he thoroughly reviews it to ensure accuracy and completeness. After confirming that all necessary information is in place, Jordan generates reports and performs a preliminary analysis to help prepare for the advisor’s review. He then works closely with the advisor(s) to finalize the financial plan and participates in select planning meetings to provide additional support.
While attending the University of Akron Jordan was selected by faculty to attend multiple financial planning conferences and the Financial ConNEXTion Cruise Competition. Jordan and his partner placed second overall in the Career Exploration Presentation, and he also placed second in the Elevator Speech competition.
Jordan is currently a resident of Strongsville, Ohio, and in his free time he enjoys spending time with his wife Sam, tinkering on cars, fixing stuff, watching Cleveland sports, and spending time with his friends and family.
Education:
University of Akron, Bachelor of Business Administration in Financial Planning (2024)
Honors: cum laude
