Designations and Licenses

Jordan is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Jordan works with clients to provide personalized wealth management solutions to help them reach their goals. He assists clients with financial planning, tax preparation, investing, reporting and a variety of other projects.

Prior to joining Mariner, Jordan was a wealth manager at Column Capital, where he focused on financial planning, tax planning and investment management to help clients maximize their financial resources and achieve the goals most important to them.

Jordan has a bachelor’s degree in finance from Taylor University.

Personal Interests

Away from the office, Jordan enjoys golf, the Chicago Cubs, Indianapolis Colts, Indiana Pacers and all Indiana University athletics.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.