Hi, I’m Jordan! I’m a CERTIFIED FINANCIAL PLANNER™ and Financial Strategist at Summit Point Advisory, where I work with individuals and families to build intentional, values-based financial plans. With over 12 years of experience, I specialize in helping professionals and entrepreneurs navigate big financial decisions with confidence. Whether you’re managing a growing family, transitioning careers, or simply want a clearer vision for your financial future, I’m here to support you. My approach is thoughtful, collaborative, and grounded in your personal goals. Together, we’ll create a plan that brings clarity to your finances and helps you live with purpose—now and in the future.

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