Jordan’s services come with a wealth of experience and knowledge. His overall approach makes financial plans easier to understand, and he takes as much time as needed to answer any questions you may have. He answers emails quickly, and provides thorough recaps of meetings/updates. I trust Jordan with my financial planning and highly recommend his services to others.
Relationship to Financial Advisor: Client as of May 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.