Advisor Story: Jordan Bilodeau, CFP®, CEPA

Transcript:

JORDAN BILODEAU (00:02): I love being a problem solver, and what we do on a day-to-day basis is problem-solving. So I'm trying to either make your situation better or try to find ways to get things that are not on track, back on track. As much as it may sound generic, I love what I do because I'm a numbers person, have a passion for math, and because I genuinely care.

About The Author

Jordan Bilodeau, CFP®

Jordan Bilodeau, CFP®

As the Director of Planning & Strategy for Spaugh Dameron Tenny, Jordan applies his academic and practical experience in the creation and maintenance of the firm’s financial plans, as well as coordinating research efforts for products and strategies that may benefit clients. Originally from Canada, Jordan came to Charlotte on a golf scholarship where he attended Queens University of Charlotte. In addition, Jordan has a Master’s degree in Wealth and Trust Management.