Jordan focuses on providing “whole-picture” financial planning and wealth management serving high-net worth families and their businesses. By connecting with his clients’ dreams and values, he helps paint a portrait of their present, their ideal future, and the strategies to bridge that gap. As a CERTIFIED FINANCIAL PLANNER™ professional, he is held to the fiduciary standard, providing advice on tax, estate, charitable giving, retirement, retirement plans, investments, and exit planning while capitalizing on the expertise of others on his diverse team.
Jordan has always been passionate about encouraging and empowering others. Prior to his role in wealth management, he spent his time patrolling the streets of his community as a police officer. His role as a financial advisor still requires the same level of trust and transparency, only now there is a greater emphasis on creating lasting relationships with his clients and their families.
Having grown up in Fresno, California, he and his family have since made Montana home with the purpose of Jordan being the primary wealth management team member for the state. His wife and 4-year-old daughter keep him busy exploring the outdoors, being involved in their church, and connecting with friends and family. When not in the office, you can find Jordan trying his hand at fly fishing, searching the deep rough for his last ball, or spending quality time with his girls.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.