Direct: (425) 531-7323
Office: (425) 467-1011 Ext. 203
Having advised high net-worth executives, families and retirees for nearly a decade in Houston, Texas, Jordan brings a wealth of knowledge and experience to Avier. As a member of Avier’s Investment Committee he is very focused on research, investment, and financial planning best practices. Jordan is one of a select group of advisors who is both a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst charterholder. With a commitment to excellence and continued improvement, Jordan has a passion for helping make complex strategies understandable and helping clients do everything possible to maximize their wealth in a tax-efficient manner.
Having spent almost his entire life in Texas, Jordan is enjoying taking full advantage of the mild summers and amazing activities the great Pacific Northwest has to offer. He enjoys playing with his dogs, hiking, and being outdoors.
Bachelor of Science in Economics, Texas A&M University
Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNER™ Professional