Jordan works with high-net-worth individuals, those in retirement, those preparing for retirement, helping clients navigate comprehensive financial planning, tax-efficient planning, wealth accumulation strategies.

He takes a detail-oriented and personalized approach to planning, focused on creating long-term strategies aligned with each client’s goals and priorities.

Jordan earned a B.A. in Economics from Allegheny College. 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 wife and three children, traveling, following sports, and spending time with family at the lake.

Serving clients in and around Seven Fields, PA.