Jordan Smith Jr CFP®, CLTC®

Financial Planning Director

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

I attended Texas A&M -Corpus Christi, majoring in history and belong to the San Antonio A&M club. My wife, Vanessa, and I have two dogs, Molly and Buddy. We are very active at St. David Episcopal Church.


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