Jordan is a Washington native, graduating from St. Francis Borgia before graduating from the University of Missouri with a bachelors in Finance and a masters in Accounting. He earned his CPA (Certified Public Accountant) designation in 2014 and his CFP (CERTIFIED FINANCIAL PLANNER TM) designation in 2017.
Prior to joining GenFinity Wealth Management, Jordan worked as an advisor at a large RIA firm in St. Louis where he provided investment advisory and financial planning services to high net worth individuals and families. In 2018, Jordan moved back to Washington and worked at a local public accounting firm providing tax compliance and planning solutions for individual and business clients.
Jordan comes from a family of small business owners and understands the work ethic and sacrifices necessary to see small business and families succeed. His passion for numbers, planning, and problem solving is what inspires his drive to help each and every client succeed financially in the most efficient manner.
Outside of work and community involvement, Jordan enjoys golfing, hunting and Mizzou athletics. His greatest enjoyment, however, is time spent with his wife Meaghan and their two young sons, Joe and Jack.