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®

Jordan Bilodeau, CFP®, CEPA, is the Director of Planning & Strategy at Spaugh Dameron Tenny, where he leads firmwide planning initiatives and helps clients navigate complex financial decisions. With experience in portfolio design, tax strategies, and business succession planning, Jordan works with executives, physicians, dentists, and successful retirees to coordinate every aspect of their financial lives. He holds both the CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor designations and has a Master’s degree in Wealth and Trust Management, providing tailored guidance for clients.