Financial Planner
Jordan is a CERTIFIED FINANCIAL PLANNER™ practitioner with GDS Wealth Management and has over a decade of experience in financial planning. He is dedicated to managing and preserving wealth for clients and their families, striving to ensure that they are able to meet the goals they set for their financial future. Jordan works hard to enhance and preserve clients' investments while assisting them with their goals through long-term financial solutions, including portfolio management, retirement planning, estate planning, 529 education savings plans, and more.
When choosing a Financial Planner, it is important to select someone clients 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 establish meaningful relationships with clients to better serve them and their needs.
Jordan received his degree in Accounting and Finance from California State University, Fresno. He currently lives in Argyle, Texas with his wife, Allie, his son, Daniel, and their Golden Retriever, Monza. Jordan has been playing the guitar since he was eight years old and has been involved with music for the majority of his life. When he isn’t working, he enjoys spending time outdoors with family and friends or playing and listening to music.
Investment advisory services are offered through GDS Wealth Management (“GDS”), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this page should be construed as personalized investment advice or a guarantee of performance. For information about GDS’s services, professional designations, and important disclosures, please visit gdswealth.com/disclosures.