“I was attracted to Truepoint’s team approach to serving clients. Our mission and vision are ones that I am proud to be able to stand behind.”
Jordan is a member of the financial planning team where he leverages his interest and background in finance to support wealth advisors and other specialist teams at Truepoint. “I chose this line of work for the opportunity to utilize both analytical and relational skills. I enjoy solving problems and building deep relationships with others.”
Jordan earned his bachelor’s degree in business administration from Georgetown College and an MBA in finance from Xavier University. He holds the CERTIFIED FINANCIAL PLANNER™ designation. Prior to joining Truepoint, Jordan was a paraplanner at Ameriprise Financial.
When not at work, Jordan enjoys spending time outdoors, reading and traveling. He also spends time volunteering at Crossroads Church and City Gospel Mission. Jordan and his wife, both originally from Kentucky, now live in Oakley.