Why I Do This Work
“After years in institutional sales, I realized the most meaningful part of finance isn’t just numbers—it’s people. Working one-on-one with individuals and families allows me to bring clarity and confidence to some of life’s biggest financial decisions. I’m driven by curiosity, grounded in research, and passionate about helping others build a future they feel good about.”
Focus Areas
- Markets & the Economy
- Long-Term Investment Strategy
Credentials & Education
- CFA® Charterholder
- CAIA® Charterholder
- B.S. in Finance – Quinnipiac University
Professional Background
Jordan began his career in financial services in 2017, with a foundation in institutional sales. Over time, his passion for solving problems and doing the right thing led him to pivot toward personal financial advising, where he could make a direct impact in clients’ lives. With over 8 years in the industry, Jordan brings analytical depth and a human-centered approach to every client conversation.
Community Involvement
- Grassroots Advocate – International OCD Foundation
- Board Member – CFA Society Hartford
- Volunteer – Quinnipiac G.A.M.E. Forum
Outside the Office
Jordan is an avid golfer, devoted Rangers hockey fan, and explorer of all things culinary—especially cultural cuisine. He and his wife Kirby (his high school sweetheart) are on a mission to visit all 30 Major League Baseball stadiums. This summer (2026) they’ll check off numbers 13 and 14. At home in Wallingford, CT, they are proud dog parents to their two golden retrievers — Naya and Nellie — and recently welcomed their newest human addition, Kalla.
