Jordan L Husted

Our team is dedicated to supporting your long-term success. We do this by asking questions to help identify your purpose — your “why” — and gaining a deep understanding of what’s most important to you. In other words, we’re in the business of helping people live their best lives and achieve their goals, one step at a time.

We work with clients across more than 20 states including:

- High net worth families with complex financial needs
- Health care executives and physicians
- Small and medium-sized business owners
- Professionals such as attorneys, accountants and engineers
- Foundations and nonprofit organizations

I hold a Master...