Expertise

Personal trust administration, donor-advised funds, charitable foundation and endowment management

Experience

Jordan joined Midwest Trust in 2021. He works primarily with private clients, foundations, endowments and operating non-profits.

Prior to joining Midwest Trust, Jordan spent five years in public accounting as a state tax specialist and one year in private law practice focusing on corporate transactions and governance.

Education

BS in Business Administration / Finance, Truman State University

JD, University of Missouri - Columbia

Cannon Financial Institute, Trust School I & II

Professional / Civic Affiliations

Missouri Bar Association, Member

Heart to Heart International, Board Member