What’s a value that guides how you show up in your work every day?
Gratitude and care. I’m thankful for every opportunity to help people navigate their finances, and have the duty to approach each decision with a great deal of thought and care.
Bio
As an Advisor, Jordan believes in developing client relationships built on transparency, integrity, and a strong attention to detail. He then tailors a unique, comprehensive approach to managing all that is going on in client’s lives. He joined Maslow Wealth Advisors in 2023.
Jordan has been in the industry since 2015. Prior to Maslow, Jordan advised on $1 billion in assets at Charles Schwab here in Austin, TX. He spent those 5 years working with clients to ensure their financial success through planning, investment management and banking solutions. He was consistently recognized as a key contributor for how he helped both his clients and teammates through his time. Prior to joining Charles Schwab, Jordan held similar roles in his hometown of San Diego.
Jordan graduated from San Diego State University with a dual degree in finance and economics. He is a CERTIFIED FINANCIAL PLANNER®, CFP® professional, a Certified Private Wealth Advisor®, CPWA® professional, and a Chartered Retirement Planning Counselor®, CRPC® professional.
Jordan loves spending his time golfing, traveling with friends & family, watching sports, and trying restaurants around Austin with his wife, Ryann. One activity he enjoys slightly less is enduring her yoga classes. These hobbies, however, may soon be coming to a screeching halt as they prepare to welcome their first child in late 2026.
Decisions are rarely made independent of one another, and so it’s important to have a framework to better understand their impacts.
Q&A
Gratitude and care. I’m thankful for every opportunity to help people navigate their finances, and have the duty to approach each decision with a great deal of thought and care.
Enjoy your life while you can, and try not to be the richest person in the graveyard!
Golf. Emphasis on just simply finding the fairway…