Product Strategist

Jordan serves as Product Strategist. His responsibilities include new business and relationship development, marketing, client services, and account maintenance.

He earned his Bachelors degree in Business Administration from Evangel University and then began his career with AG Financial Solutions in 2008 where he served as a Retirement Planning Consultant. Jordan currently holds his CERTIFIED FINANCIAL PLANNER™ (CFP) designation.

Jordan has served as board member of his local church and on the alumni board of Enactus for Evangel University students. He enjoys international travel, discovering new restaurants, and actively participating in his local church. Jordan and his wife reside in Houston Texas with their pet dog, Jack.

Our Team