Associate Wealth Advisor
As an associate wealth advisor, Jordan helps clients develop comprehensive wealth management plans built to help them reach their distinct financial goals. By constructing evidence-based investment strategies, as well as providing retirement, risk management, estate and tax guidance, Jordan seeks to give his clients peace of mind about their financial life and future.
Jordan believes that the best way to serve clients is to work collaboratively with likeminded colleagues who are passionate about doing what’s right for others. This client-focused approach is what he sought out when he joined Buckingham Strategic Wealth in 2018 after eight years as a client service manager with Moneta Group, a St. Louis financial planning firm. From dollar to dollar and day to day, Jordan enthusiastically works with his teammates to find solutions for each client’s needs.
Before starting his career in wealth management, Jordan earned a bachelor’s degree in business administration with an emphasis in finance from the University of Missouri-St. Louis in 2009.
When not collaborating with his Buckingham colleagues, Jordan can be found cheering on his favorite Missouri sports teams or teeing off for a round of golf.