Jordan brings broad planning experience to business owners and multi-generational enterprises. Influenced early by his family’s work in the industry, he began his career within the M Financial system before returning to help build and lead a very successful firm founded by his father more than 40 years ago.
His experience spans business succession, individual insurance design and executive planning. Jordan works closely with business owners, their families and advisory teams to structure thoughtful transition strategies that protect both enterprise value and family harmony.
Deeply relationship-driven, Jordan values understanding not only how a business operates, but what it represents to the family behind it. Outside of work, he enjoys time with his wife Kim and their three sons, along with golfing, skiing and community involvement.