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Jordon has a gift. In his unique way, through questioning, sifting and sorting – he filters all of the details
of your estate planning and net worth scenario and comes up with a succinct and brilliant tax plan. He
helps clients make unbiased, clear choices, and we think of him as an advocate for clients’ best estate plans.
That’s why Jordon leads our Estates & Trusts Section, writes tax articles and presents on tax topics –
including a guest appearance on Good Day Philadelphia. Jordon was show host on the Money Talk radio
show at WILM for four years.
What Jordon enjoys most, though, is getting his clients’ “ducks in a row,” minimizing taxes and organizing their
financial affairs. Don’t be surprised if he asks you about your wills. And know that your next meeting with your
financial planner or attorney will go extremely well, thanks to Jordon’s expert guidance.
Perspectives from Jordon
“It’s important that we are an asset at the table with our client’s financial planner and attorney, or other advisors.
We need to be part of the ‘A Team.’ ”
“We help our clients set goals. We enable them to make unbiased, clear choices.”
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants – Treasurer of the DSCPA-PAC
Pennsylvania Institute of Certified Public Accountants
Chester County Estate Planning Council – Board Member, Former Board President (2009-2010)
Estate Planning Council of Delaware – Former President (1992-1993)
National Association of Estate Planners and Councils – Board Member
Wilmington Tax Group – Former Chairman
Temple University – Bachelor of Science Degree in Accounting
Widener – Master of Science Degree in Taxation
Accredited Estate Planner (AEP®)
Delaware Community Foundation – Planned Giving Committee Member
Kristol Center for Jewish Life at the University of Delaware – Board Member
American Cancer Society – Planned Giving Advisor
Recognized in Delaware Today as 2012 Five Star Wealth Manager
Recognized in Philadelphia Magazine as 2011 Five Star Wealth Manager
Jewish Community Center Young Leadership Award Recipient in 1996
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