Jordan Gillespie
Financial Planner, QAFP™, CEA 

 

About Jordan

Jordan believes that trust and integrity are the foundation to any long-lasting relationship.

With the complexity and availability of information today it’s important to be able to cut out the noise and focus on what’s important to you. Through education and personal discussions, Jordan’s goal is to work with you to understand what your needs are, as well as your personal aspirations that you are trying to achieve. Once you develop an action plan with Jordan, you will consistently and diligently review it together to make sure you’re on track and the things that are important to you are being met every step of the way.

Relationships are very important to Jordan. Outside of work he enjoys spending time with his family and friends, traveling with his spouse, playing squash, and rock climbing when time permits!