Jordan S Smith

My team and I are comprehensive financial professionals focusing on creating complete, holistic plans to help accomplish all financial goals in the most efficient way. We specialize in creating tax efficiency throughout your financial life, and designing distribution strategies to access money in the most efficient manner. Our approach to planning is based on educating and advising clients, not sales.

JB has been with Northwestern Mutual since 2015, starting as a Financial Advisor. After graduating from Regis University in 2008 with a degree in Business Administration (Finance), JB spent time in the restaurant, wine and construction industries, before finally getting back to his financial roots. In July of 2018, Jordan hired JB onto his team as his Director of Operations and Insurance due to his experience as a Financial Advisor. JB is passionate about helping clients understand the true meaning and value of comprehensive financial planning.

He holds the following licenses: Life & Health, Series 6, 63 & 7, and is in the process of obtaining his CLU (Chartered Life Underwriter). JB is married to Annabelle, and they have a 2-year-old son named Jasper.  They love traveling and spending time outdoors.  In his free time, you will find JB on the golf course or at the park with Jasper. You would also find them all cheering on all the local sports teams.