Jordan works with a broad range of individuals and families, business owners, those in retirement, helping clients navigate comprehensive financial planning, retirement planning, tax-efficient planning.

He takes a long-term focused and relationship-driven approach to planning, focused on helping clients stay aligned with their long-term financial objectives.

Jordan earned a B.S. in Accounting from Eastern Kentucky University. His educational background supports a thoughtful and tax-aware approach to helping clients navigate important financial decisions.

Outside of work, Jordan enjoys spending time with his family at the ball field or on the lake and playing guitar.

Serving clients in and around Somerset, KY.