An avid mountaineer and fly fisherman, Jordan welcomes clients to schedule outdoor meetings!
Joined Lido: 2023
Homebase: Boulder, CO
Professional Focus: A creative problem solver, Jordan finds intrinsic satisfaction in turning complex concepts into accessible elements. He puts his strategic and analytical approach to use guiding families and nonprofit clients toward their investment and financial planning goals.
Professional Designations: Chartered Financial Analyst charterholder, CERTIFIED FINANCIAL PLANNER™, Chartered SRI Counselor℠
Education: B.A., Economics, Math minor, Pomona College
Previous Work Highlights: Jordan began his career in Boulder with Harbor Wealth Management in 2007 as an Associate Wealth Manager. Five years later, he joined the growing team at what was then Sargent Bickham Lagudis and would later become Colorado Financial Management.
Personal Facts: He is an outdoors enthusiast who also enjoys skiing and mountain biking – and capturing those moments behind a lens. Jordan summited Mt. Denali (elev. 20,310') with his wife, and he has hiked and skied many “14ers” (mountains over the elevation of 14,000’). He is also the former President of the CFA society of Colorado.
