Stephen Jordan CERTIFIED FINANCIAL PLANNER (CFP®)
Stephen is a CERTIFIED FINANCIAL PLANNER (CFP®) with more than a decade of experience in the financial planning and investment management industry. His process combines financial, investment and tax planning to help individuals and families reach their financial goals. This process not only seeks to grow their wealth, but also efficiently utilize their assets while providing a legacy to future generations and charitable organizations. He aims to help his clients simplify what are often complex financial situations.
Stephen works with clients both in managing their investment assets as well as on an hourly consulting basis for financial planning.
Stephen and his wife Hannah live in Dunlap, Illinois with their daughter Parker. In his free time, Stephen enjoys playing golf, hockey and traveling.
