Jordan is the Retirement Outcomes Consultant of Sapers & Wallack. Responsible for delivering the value proposition of the WellCents technology offering, his personable nature and long-standing history in the financial services industry has made him an influential resource for those looking to improve their financial wellbeing. Jordan has spent time in his career working with clients at all levels and uses his experience to effectively communicate complex strategies to varying audiences at any level.
Jordan has a passion for self-improvement and fiercely aims to inspire those looking to improve their personal financial situations. His continued experience as a financial advisor has led him to an understanding of individuals’ behavioral habits and why they make the decisions they do. His main goal in any 1 on 1 consultation is to change the underlying behaviors of eager investors and encourage them through example to cross the finish line to make their dream a reality.
Time outdoors; Motorsports; Games (board or video); Time with friends
Fitness and meditation; Getting to the next level; Friendly competition
Getting back into reading consistently
On the Nightstand:
“Make Your Bed” – by Admiral William H. McRaven
“Speed isn’t about how fast you go. It’s about never slowing down.”