Education & Credentials
Jordan likes to say he started in the business at age two, and there’s some truth to that. He was featured in one of his dad’s estate planning brochures as a child and grew up helping around the office with everything from scanning paperwork to greeting clients. At 16, he became officially licensed and began working across departments, gaining hands-on experience in both the emotional and technical sides of financial planning.
Jordan studied accounting and taxation at UW–Oshkosh before earning his bachelor’s degree in Finance and Personal Financial Planning from the University of Wisconsin–Green Bay. There, he was mentored by one of the top-ranked investment advisors in the country, shaping his practical and client-focused approach to retirement, estate, and tax planning.
He holds the Accredited Investment Fiduciary® (AIF®) designation, along with licenses for Life Insurance, Accident and Health, the SIE, Series 7, and Series 66. Jordan also completes continuing education every year to stay at the forefront of financial and tax law for the clients he serves.
Life Outside the Office
Outside the office, Jordan enjoys sweet treats, late nights, and cheering on Wisconsin sports. You may even find him at a Packers game. He’s especially thankful for the support of his partner, Stephanie, who has been by his side through every season of growth.