I'm honored to be privy to someone's innermost dreams, hopes and fears. So when you share this deeply personal knowledge with me, I'll use it to make recommendations for getting you from where you are to where you want to be. Together, we can make that a pleasant journey, not a frustrating or intimidating experience. I want you to feel more in control of your money and more confident about your decisions after every one of our meetings.
As my client, you will benefit from the wide skill set of the entire Jordan, Miller & Associates team. Our advisors each have different areas of experience and knowledge, ranging from retirement planning to employee stock options to real estate and estate planning strategies. Our practice focuses on the unique needs of the LGBT community, helping navigate the ever-changing complexities of taxes, estate planning, insurance and other challenges facing non-traditional families. And our ongoing informational events help clients and their friends make sense of their finances and have a little fun while learning.