Jordan is a Senior Financial Advisor with over 10 years of experience currently serving the Denver and Western Rockies markets. Utilizing personalized financial planning, a comprehensive approach to wealth management solutions and his professional experience, Jordan works with clients to define their priorities for how they live today, how they desire to live tomorrow and the legacy they choose to leave.
Prior to joining the BMO Investment Services team, Jordan worked as a Senior Financial Advisor with the Vanguard Group. He received his Bachelor of Science degree in Business from Arizona State University. Jordan is a CERTIFIED FINANCIAL PLANNER™ professional and holds securities licenses 7 and 63, held through LPL Financial along with his life, health, annuity and variable contracts insurance licenses.
Jordan lives in Denver with his wife and their two boys, Jack and Luke. In his spare time, he enjoys exercising, playing golf and spending time in the Colorado Rockies with his family.