Jordan has a passion for working with his clients to create a vision for their future, and helping them put a customized plan in place to help make that vision a reality. He wants his clients to view him as their family’s primary financial advisor, so he can help provide peace of mind while they spend time doing all the things they enjoy in life. His areas of focus include: investment management, retirement planning, estate planning services, risk management, tax consideration and college planning. Jordan is part of a team of experienced financial advisors with more than 100 years of combined industry experience.
Prior to joining RBC Wealth Management, Jordan spent 13 years with Vanguard in a variety of different relationship management, leadership and project management roles. Five of those years were spent providing investment guidance and client account management to high-net-worth individual investors. He also spent several years supporting financial advisors by developing research and marketing content aimed at helping them better serve their clients. Jordan passed the Series 6, 7, 63 and 66 securities exams and holds life, accident and health insurance licenses. He is also a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in the CFP® Board’s Standards of Professional Conduct, which are rigorously enforced.
Jordan graduated from Susquehanna University in 2006 with a Bachelor of Science degree in business administration. He is married with two children and lives in Chester Springs, Pennsylvania. In his spare time, he has a passion for playing golf and is a member at French Creek Golf Club and Lancaster Country Club.