Jordan's commitment to building relationships makes him invaluable to the Financial Services team. His can-do attitude and team approach help clients meet their financial goals and ideals.

Jordan Yorks oversees financial services engagements, acting as a liaison between clients and partnered advisors to build relationships and expand client services beyond traditional tax and audit offerings. Jordan works with high-net-worth individuals, providing investment guidance, financial planning, and general life insurance needs. Working hand in hand with our partnered advisors, Jordan is a key player in fostering client relations to form a team approach where Walter Shuffain works alongside advisors to provide our clients with financial support.

Graduating from The University of Massachusetts Isenberg School of Management in 2013, Jordan has experience in sales and marketing roles. He enjoys working in a client-facing role at Walter Shuffain, developing and fostering relationships that further help clients meet their financial goals and reach their ideals. Jordan also plays an active role in helping with the firm's marketing efforts. He supports the Walter Shuffain brand platform and helps oversee the firm's overall marketing strategy and execution.