Jordan Smith, CFP®

Jordan Smith, CFP®

Managing Director & Director of Advisor Services

Jordan oversees the team that works with our plan sponsor clients and their participants.

He has been with the organization since 2009 and has a passion for helping people achieve their retirement goals.

Jordan thoroughly enjoys the strong relationships and meaningful impact we have on the lives of our wealth management clients. He also partners directly with plan sponsors and works closely with the multiple employer plan (MEP) committees of the various higher education MEPs that we support across the country. 

Jordan is a CERTIFIED FINANCIAL PLANNER™ professional and earned a bachelor’s degree in business with a concentration in finance at Virginia Tech. He is a native of Richmond, Virginia where he lives with his wife and two daughters. In his spare time, Jordan enjoys anything that gets him outside including fishing, golf, and adventures with the family.