Jordan entered the financial services industry in 2016. With his background and study in accounting and finance, he had a desire to serve his friends and family members and found a passion in directing them to success. With Fidelity Investments Jordan passed his exams for the Series 7, Series 63 State Blue Sky Laws license, and Series 66 Investment Advisor license, now through LPL Financial. During his tenure at Fidelity, he guided his customers through job-change transitions, building their investment portfolios, and turning their assets into income as they retired. He left Fidelity and passed his insurance licensing exams as well as AHIP and his Medicare licenses and began building comprehensive financial plans for his own clients and providing insurance and annuity products in addition to asset management with MassMutual and Prudential. With MassMutual and Prudential, he built comprehensive financial plans including asset management, cash flow planning, life insurance and annuity products.
Jordan especially loves developing relationships with the people he works with and roadmapping their present and future. Jordan lives with his wife of eight years, McCall, and their three children (Aryana and Michael, 7, and Lacey, 3) in Saratoga Springs. They love camping and four-wheeling; when they are with family they enjoy playing cards and board games and participating in team sports. Jordan coaches Michael's soccer team, Michael and Aryana in T-Ball and looks forward to volunteering as their coach many more times in the future.
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