Jordan Werner, Senior Vice President, Finanacial Advisor
For more than 30 years Jordan has been providing clients with peace of mind in their financial lives. We work with a select group of families, often multiple generations, helping them craft and execute comprehensive financial plans to meet their specific goals. We coordinate a wide range of wealth management issues including portfolio management, estate planning, tax planning, and charitable giving. We simplify our clients' financial lives while delivering the results they desire. Most importantly, we cherish our long-term relationships with our clients.