We will chase perfection, and we will chase it relentlessly, knowing all the while we can never attain it. But along the way, we shall catch excellence.
Jordan Bradford, CFP®
Senior Financial Advisor
As a Senior Financial Advisor and Certified Financial Planner ®, Jordan works with individuals and families to carefully craft their own unique financial plans. Jordan’s passion for his clients is present in his comprehensive plans that encompasses portfolio management, retirement planning, tax optimization, estate planning and more to help his clients live their ideal life. He enjoys building relationships with his clients that go beyond the numbers to attach a deeper meaning to their financial plan.
Jordan was born and raised in Central Illinois and is a graduate from Illinois Wesleyan University, where he met his wife. They currently share their lives with their little baby girl and their dog, Burt Reynolds. When he is not working for his clients, Jordan can be found spending time with his family, traveling the world, or out on the golf course.
Qualifications & Education
Illinois Wesleyan University – BA Majoring in Financial Services
Licenses: Series 7, Series 65
Certified Financial Planner ®