Jordan is an associate on the True Wealth Team. As an associate, he is responsible for participating in client meetings and working with the advisors to ensure that all of the financial planning action items are addressed.
Jordan grew up in Danville, CA. After attending Brigham Young University and graduating with a bachelor's degree in Economics and later attending Utah Valley University and graduating with a master's degree in Financial Planning and Analytics, he is back in the Bay Area. He loves all things musical theater and has performed in university and community shows. He also enjoys being outdoors, finding new hobbies, and going to CrossFit.