Meet Jordan Siegel
Jordan Siegel has specialized in helping families enhance their financial livelihoods and wellbeing for more than 21 years. He began his career in the Financial Services Industry at age 19 and has been a Financial Advisor for some of the largest investment corporations such as Bank of America and Merrill Lynch.
Just as he served his country in the US Navy Reserves, he serves his families by going above and beyond the typical services traditional advisors and planners provide. Jordan was inspired by the financial guidance John Tillman gives families in properly paying for college for all their children without going into significant loan debt.
As a father of three himself, including a daughter in college, Jordan partners with his mentor John to show families how to maximize the amount of aid they are eligible for throughout the college planning process, and then designs financial plans to pay for college in the most cost-effective and efficient way.