Jordan brings a wealth of knowledge and experience to Marshall Wealth Management, underscored by his CSSCS (Certified in Social Security Claiming Strategies) designation. Specializing in comprehensive insurance and retirement income solutions, Jordan applies his deep knowledge of client relations and financial strategies to help clients achieve their financial goals.
A distinguished alumnus of UMass Amherst, Jordan’s commitment to excellence is further highlighted by his induction into the BC High Athletic Hall of Fame. He resides in Scituate with his wife, Rachel, and their four sons: Marshall, Maddox, Merrick, and Michael. Outside of his professional life, Jordan is passionate about spending quality time with his family, coaching hockey, playing golf, and relaxing at the beach.
