About Jordan
Jordan is deeply passionate about helping individuals and families navigate their financial lives with clarity, purpose, and confidence. While he enjoys the technical side of financial planning—particularly tax strategy and investment planning—what drives him most is building meaningful, long-term relationships with clients and guiding them through decisions that align with their values and goals. He believes that money isn’t solely a matter of math or logic: it is personal, emotional, and largely driven by human behavior.
Jordan plays a central role in leading client relationships, developing planning strategies, and offering thoughtful guidance through life’s financial complexities. His approach blends analytical precision with empathy, helping clients gain not only a clear financial plan, but also a deeper understanding of how their financial decisions support the life they truly want to live.
Outside of work, Jordan is an avid Kansas City Chiefs fan who enjoys attending games at Arrowhead Stadium. A former state champion wrestler, he recently rekindled his passion for physical competition by training in Brazilian jiu jitsu. He also enjoys exploring Kansas City with friends and prioritizes regular weightlifting sessions at the gym.
Education and Professional Milestones
-Kansas State University - bachelor’s degree in personal financial planning with a minor in psychology
-Holds positions of Director for Financial Planning Association (FPA) NexGen of Greater Kansas City and Director of Engagement for Financial Planning Association (FPA) NexGen National
Jordan is deeply passionate about helping individuals and families navigate their financial lives with clarity, purpose, and confidence. While he enjoys the technical side of financial planning—particularly tax strategy and investment planning—what drives him most is building meaningful, long-term relationships with clients and guiding them through decisions that align with their values and goals. He believes that money isn’t solely a matter of math or logic: it is personal, emotional, and largely driven by human behavior.
Jordan plays a central role in leading client relationships, developing planning strategies, and offering thoughtful guidance through life’s financial complexities. His approach blends analytical precision with empathy, helping clients gain not only a clear financial plan, but also a deeper understanding of how their financial decisions support the life they truly want to live.
Outside of work, Jordan is an avid Kansas City Chiefs fan who enjoys attending games at Arrowhead Stadium. A former state champion wrestler, he recently rekindled his passion for physical competition by training in Brazilian jiu jitsu. He also enjoys exploring Kansas City with friends and prioritizes regular weightlifting sessions at the gym.
Education and Professional Milestones
-Kansas State University - bachelor’s degree in personal financial planning with a minor in psychology
-Holds positions of Director for Financial Planning Association (FPA) NexGen of Greater Kansas City and Director of Engagement for Financial Planning Association (FPA) NexGen National