For nearly a decade and a half, in markets good and bad, Jordan has diligently worked with clients to develop personalized investment planning strategies that address the specific needs and concerns of his clients.
In 2005, Jordan began his career as an advisor at Ameriprise Financial, where he established his core investment planning knowledge. From 2007 to 2017, he was a Private Client Advisor with Chase Private Client.
Jordan assemble a team dedicated to providing superior service and personalized financial advice for individuals, families and business owners. He now serves as a Managing Partner and co-founder of Tri-Oak Private Wealth Management. From 2017-2025.
Jordan is a graduate of the University of Findlay in Findlay, OH. There, he earned his Bachelor of Arts in both Finance and Marketing.
Jordan enjoys traveling and spending time with his wife, Liz, and their two daughters Brianna and Ellie. He also dedicates resources to various charitable interests.
California Insurance License: 0H50263. Resident State: OH.