Jordan Jobe - Raymond James

We help you create comprehensive, multigenerational wealth management plans based on your goals, challenges and the values that guide your life.

To provide exceptional investment guidance and service built on a foundation of trust, integrity, and professionalism.

Our mission is to help families going through key transition periods become financially prepared so they can live life in their own terms. We do this by crafting a wealth management strategy that is unique to them and aims to ensure nothing blindsides them.