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We welcome the opportunity to learn more about your goals, whether you are preparing for retirement, managing a growing business, or seeking a more coordinated approach to wealth management
I enjoy being part of a team that takes a comprehensive approach to helping clients. By combining financial planning, investment guidance, and tax services under one roof, we are able to provide coordinated advice that helps clients make more informed decisions and feel confident about their financial future.
To me, it means helping clients reduce financial stress and gain clarity about their future. When clients have a plan in place and confidence in their financial decisions, they can spend less time worrying about money and more time focusing on the people and experiences that matter most.
Outside of work, I enjoy spending time with my wife and three children. Whether we’re visiting local parks, attending family activities, or simply enjoying time together at home, family is very important to me. When I get the chance, I also enjoy playing golf and spending time on the course with friends and family.
Email: jfloyd@trekfinancial.com
Jordan Floyd is a Financial Planning Associate dedicated to supporting individuals and families throughout the financial planning process with a comprehensive approach to financial and tax planning.
Jordan is married and the proud father of three children. His experiences as a husband and father give him a personal appreciation for the financial goals and challenges families face, helping him connect with clients on a deeper level.
He earned a Bachelor of Science in Personal Financial Planning from Utah Valley University and brings more than five years of experience from Fidelity Investments, where he worked closely with clients navigating important financial decisions.
Jordan believes that financial planning goes hand in hand with proactive tax planning. He enjoys helping support the integration of investment, retirement, and tax planning considerations, including tax preparation services, to create a well-rounded planning experience for clients.
As a CFP® professional, he is committed to delivering a high level of service, collaborating throughout the planning process, and helping create a personalized experience for each client.
We welcome the opportunity to learn more about your goals, whether you are preparing for retirement, managing a growing business, or seeking a more coordinated approach to wealth management