“I love working with families to craft a financial plan that aligns their money with what matters most. It’s rewarding to be part of a team that’s committed to empowering clients to live meaningful lives and feel confident about their future.”
Jordan’s Story
Jordan serves as Director of Commas at Truepoint Wealth Counsel, where he leads the Commas advisory team and oversees the development and delivery of personalized financial advice tailored to each client’s unique goals. In this role, he is responsible for guiding the team’s day-to-day operations, mentoring team members, and fostering a collaborative, client-focused environment. In addition to his leadership duties, Jordan continues to serve as a wealth advisor, building long-term relationships with clients and helping them simplify financial decisions, achieve their goals, and feel confident about their future.
Outside of work, Jordan enjoys spending time outdoors with his wife and children. Whether taking walks in the neighborhood or exploring National Parks, he values creating lasting memories with his family.
Specialties: behavioral finance, client experience, comprehensive financial planning, family financial planning, goal setting