Jordan Bilodeau, CFP®, CEPA

“Before joining Spaugh Dameron Tenny, I didn’t appreciate financial planning for what it truly is,” Jordan explained. Having earned his experience in a boutique Wealth Management firm, Jordan’s primary focus revolved around the implementation and design of client portfolios. Jordan’s experience has allowed him to fully “[...] understand the importance of developing a comprehensive plan that brings all aspects of one’s finances together, whether through protection, tax, investment, or estate planning.” In his pursuit of being a Financial Planner, Jordan obtained his CERTIFIED FINANCIAL PLANNER™ professional certification in 2018. In addition, Jordan also completed the Certified Exit Planning Advisor (CEPA) designation in June 2023 to help serve the firm's business and practice owner clients sell or transition their businesses successfully.

Along with being a Financial Planner, Jordan also serves as the Director of Financial Planning for the team. In his role, Jordan applies both his academic and practical experience in creating and maintaining the firm’s financial plans, as well as coordinates research efforts for solutions and strategies that may benefit clients.

Originally from Canada, Jordan came to Charlotte on a golf scholarship and attended Queens University of Charlotte. Upon graduating, Jordan immediately pursued and later completed a Master’s degree in Wealth and Trust Management.

Outside of work, Jordan enjoys traveling, skiing, golf, and pickleball. As a student of golf course architecture, he participates in creating the biennial list ranking the top 200 golf courses in the United States. Jordan resides in Charlotte, NC, with his wife, Taylor, their son Carter and their Goldendoodle, Aspen.