Jordan holds a bachelor’s degree in business administration with a minor in accounting from the University of Vermont and a master’s degree in financial planning from the University of Georgia.

Originally from Colorado, Jordan brings a thoughtful and grounded approach to his work, focusing especially on guiding individuals through the complexities of personal and professional financial planning. Whether navigating cash flow, succession strategies, or long-term growth, he enjoys helping clients gain clarity and confidence in their financial decisions.

Now based in South Burlington, Vermont, Jordan spends his free time fly fishing, skiing, and biking—often making the most of every season the Green Mountains have to offer.