Associate  Wealth Advisor

Associate Wealth Advisor

Associate Wealth Advisor

“By listening to our clients and leading them towards achieving their financial goals, I am able to fulfill a personal goal of positively impacting the financial well-being of others. This is the reason why I am passionate about serving as an advisor.”

Jordan started his journey of becoming an advisor while at the University of Southern Indiana, where he created a “Financial Success Center” as a resource where both students and faculty could meet with him to create a sustainable budgeting process, unique to their specific situation.

From there, Jordan gained experience working alongside a CPA, where he prepared tax returns for both individuals and businesses. Once obtaining his securities licenses, Jordan joined a local RIA here in Brentwood, where he held many responsibilities.

Originally from Southern Illinois, Jordan moved to Franklin in 2020. As an avid outdoorsman and wildlife conservationist, Jordan enjoys spending time outdoors. Physical fitness and playing guitar are two hobbies that he also enjoys in his free time.