Jordan serves as a financial adviser with Pacific Capital Resource Group, Inc. in Bellevue, Washington. The advisers of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service.
Dedicated to the highest ethical standards, Jordan provides clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments, professional money management, asset allocation, and business planning. He meets with clients personally to discuss and review their goals and objectives. He then works with a team of advisers and specialists to most accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long-term goals. Securities and Investment advisory services are offered exclusively through Hornor, Townsend & Kent, LLC.
Jordan is able to provide continuing service by meeting with his clients regularly as time goes on, maintaining and building upon a strong relationship. He monitors each plan and, when meeting with each client, reviews their situation to keep them up to date. This is designed to create a trusted bond between Jordan and his clients and helps ensures that each client’s strategy remains consistent with changing goals, objectives and circumstances.
Jordan holds his Washington State Life and Disability Insurance license; also passed his Series 7 and 66 exams. He graduated from Seattle University with a Bachelors degree in Science. Jordan remains active in the Seattle University community through his involvement in the Seattle University Alumni Association. When he isn’t working, Jordan enjoys a number of different activities including spending time with his family, playing golf, and exercising.