Jordan Gates
Owner
Jordan has 32 years of experience helping clients create and monitor their financial plans.
His Bio is below:
Education:
• B.A. Philosophy - Judson Baptist College.
• Master's Degree in Financial Services (MSFS) – The American College.
• Certified Financial Planner (CFP®) - Denver College.
• Certified Mutual Fund Specialist (CFS).
• Life Underwriter Training Council Fellow (LUTCF).
• Chartered Life Underwriter (CLU) – The American College.
• Chartered Financial Consultant (ChFC) – The American College.
• Graduate level certificate in Estate and Income tax planning – The American College.
Memberships:
• Member Financial Planning Association (FPA).
• Member of the Society of Financial Service Professionals.
Career Highlights:
• Published author in The Journal of Financial Service Professionals.
• Featured radio host on Financial and Estate Planning.
• Recognized national educator on income and estate tax issues.
• Senior faculty member for The American Tax Council.
• Taught the Estate Planning course for the Life Underwriting Training Council.
Personal:
• Married (wife Sheri), two adult children (Alicia and Katie).
• Hobbies include computers, reading, writing, ham radio, as well as playing drums in music groups.