As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Chartered Financial Analyst (CFA®) charter holder, Jordan brings a sophisticated approach to investment management, portfolio strategy, and comprehensive financial planning. With over a decade of experience in the financial services industry, Jordan holds Series 7 and Series 66 qualifications and has worked extensively with individuals, families, and business owners to develop customized financial strategies. His expertise spans investment planning, portfolio management, retirement planning, tax-efficient wealth strategies, and equity and fixed-income analysis.

Before joining XML Financial Group, Jordan spent nearly 20 years as Vice President of Investments for Collins Investment Group. Earlier in his career, he gained valuable experience at Wachovia Securities and The Ayco Company, a Goldman Sachs firm, where he provided tailored financial planning solutions to high-net-worth clients. His analytical approach and ability to simplify complex financial concepts into actionable strategies have made him a trusted advisor. 

Education and Philanthropy

Jordan graduated from Yale University in 2006 with a degree in economics. A native of Corning, NY, he maintains strong ties to the Finger Lakes region and Naples. Based in the Washington, DC region, he stays engaged with the Yale Alumni Association, whether through sports, mentorship, or programs like College Summit, where he enjoys guiding high school students through the college application journey. Jordan is also active as a board member for The Days End Farm Horse Rescue, and he is passionate about educating the community on equine welfare and advocacy.