Jordan is a Casper native who has served in the Financial Services industry since 2009. Jordan began his career in banking at Wells Fargo in Denver, CO before moving back home to Casper to join Farmers Insurance. Jordan transitioned his professional focus from insurance to Wealth Management Private Banking in 2018 covering the Wyoming and Nebraska market. In 2022, Jordan joined Merrill Lynch Wealth Management as a Financial Advisor.
Jordan brings experience in advisory solutions by assisting individuals, families, trusts, foundations and businesses in the development of sound financial strategies. Whether planning for retirement, saving for college for children or grandchildren, tax efficient strategies, or simply trying to protect the financial future for yourself and the ones you love, Jordan believes in trust and sound advice to reach long term goals.
Jordan previously served as Board Chair for Casper Youth for Christ. Outside of work, Jordan enjoys the outdoors and coaching his three son’s Noah, Oliver and Max. Jordan lives with his wife Lindsay in Casper, WY.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
