Meet Jordan


Jordan is an experienced financial advisor, eager to work with you to ensure you and your family’s financial future. Since getting his start as an advisor in 2007, Jordan’ has worked with clients of all sizes and from all walks of life helping them to choose, invest, and manage plans that will offer safe investments and excellent returns.

As a financial planner, Jordan‘s main goal is to help individuals and small businesses make well-informed decisions about what types of investments are most appropriate given their unique goals and needs. He also emphasizes the need to adjust investment plans as those goals and needs change. Always eager to listen to your concerns, Jordan is a firm believer that the key to successful investment is constant communication.  Jordan looks forward to being your trusted advisor and expert resource.

Jordan holds a B.S. in Business Administration (Finance) and B.A. in Religious Studies from California State University, Bakersfield. Outside of work, Mr. Lewis enjoys spending time with his family, partaking in all things outdoors, obsessing over Pearl Jam, and passionately following the Atlanta Braves.