Jordan Roach

Jordan Roach

CRPC®North Dallas, TXP 469.246.3604 | F 469.246.3696

Prior to joining Money Matters with Ken Moraif, Jordan was a Financial Planner with New York Life and a Senior Consultant with Ernst & Young. He also attended West Point and served in the military where he coordinated the logistical, administrative and training activities for an Infantry company, which was an ideal foundation for his work as a financial advisor.

Jordan specializes in the areas of retirement planning, retirement income distribution strategies, and estate planning. He prides himself on providing his client’s exceptional financial advice with integrity, which has allowed him to build long-term relationships.

Jordan holds his Series 6, 7, 63 and 65 licenses. He earned a Bachelor of Science degree in Operations Research from the United States Military Academy at West Point.

Jordan is happily married with three children. Away from the business, he enjoys golfing, soccer and spending time with family and friends.