Jordan serves as a Research and Support Specialist and Registered Assistant with Wealth Strategies.
Jordan grew up in Yorktown, IN and attended Ball State University. After graduating in 2014, he worked at the University of Detroit-Mercy as a Certified Athletic Trainer with their Division I Athletics programs. After moving back to Muncie and completing his Master’s degree; he developed a strong interest in entrepreneurship and personal finance. This led him to discover and pursue a career in Financial Planning. Jordan enjoys staying up-to-date on the latest economic data and market trends, developing meaningful, life-long relationships, and watching clients grow to make their financial dreams a reality!
Jordan currently resides in Yorktown with his wife Sadie and his two boys (Rowen & Milo). His family attends Illuminate Muncie where Jordan serves on the church council and plays drums and guitar during Sunday services. Jordan enjoys reading, exercising, and spending time with his extended family.
Jordan holds the following credentials:
- Series 7 and Series 66 licenses
- Indiana Life, Accident, Health, and Disability Insurance License