Jordan has been playing the guitar since he was eight years old, and he has been involved with music – both playing and listening – for the majority of his life. As talented as he is musically, his talents as a financial planner are equally impressive. He will work closely with you to compose the perfect plan that hits all the right notes.
Jordan is a CERTIFIED FINANCIAL PLANNER™ with GDS Wealth Management, and has nearly a decade of experience with financial planning. He is dedicated to managing and preserving wealth for you and your family and strives to ensure that you are able to meet the goals you set for your financial future. Jordan works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial solutions using portfolio management, retirement planning, estate planning, 529 education savings plans and more.
When choosing a financial planner, it is important to select someone you can trust and build connections with. Jordan recognizes the value in this, and wants clients and potential clients to know that they are not simply a number on a screen to the GDS Wealth Management team. Rather than being driven by sales or numbers, Jordan and the GDS team instead establish meaningful relationships with clients to better be able to serve them and their needs.
Jordan received his degree in Accounting and Finance from California State University, Fresno. He currently lives in Flower Mound with his wife, Allie, and their golden retriever, Monza. Ask Jordan to show you pictures of Monza! When he isn’t working, Jordan enjoys spending time outdoors with family and friends, and playing and listening to music.
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