"Invest in yourself. Your career is the engine of your wealth." - Paul Clitheroe

Jordan is our Administrative Assistant specializing in creating trusts and providing helpful information regarding the trust process and formalities. Jordan is also in the process of becoming one of our new Junior Advisors, learning all he can and studying to become a full-time financial advisor with Fiduciary commitments to clients and people wanting to learn more about finances and wealth management.

Jordan is originally from the sunshine state of Orlando, Florida, living there for most of his life; Jordan moved to San Diego just 2 years ago in search of new career heights and knowledge. Jordan enjoys photography, writing, painting, cinematography, and traveling.