About Jordan

I am a Wealth Management Advisor at TIAA and have over a decade of experience in the financial services industry. I am also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. I help my clients work towards their financial goals, such as saving for and living comfortably in retirement, building education savings, and more.
I am a people person and enjoy interacting with my clients. I also appreciate the challenge of helping them navigate their relationships with money. This encompasses understanding their goals, and helping to create financial plans for each unique situation.
I earned my bachelor’s degree in psychology from Quinnipiac University. I currently reside in Barrington, RI, with my wife Crystal, my step son Vladimir, and our son Vaughn. In my free time, I like to stay active, travel, and read. I was born in Chile and was adopted at a young age by my parents, who are both educators and TIAA participants.

Certifications

  • CFP®