Professional

Mr. Jordan Shaw is an Associate Wealth Advisor with Hixon Zuercher Capital Management. As such, he supports lead advisors of the firm. Jordan also handles client inquiries relating to investments, including resolving client requests, data gathering and analysis, financial planning, portfolio reviews, and implementation of recommendations.

Experience

After graduating from Liberty University with his Bachelor’s in 2018, Jordan spent the last five of his seven years in the industry as a financial advisor in the Greater Philadelphia region. He achieved his Certified Financial Planner® designation in April of 2021, now leveraging technical expertise and practical guidance to help clients at Hixon Zuercher realize and achieve their financial goals.

Education & Certifications

  • Liberty University – Bachelor’s Degree in Business Administration: Financial Planning
  • Certified Financial Planner (CFP®)

Personal

Jordan recently moved to Findlay with his wife, Bonnie-Jean, and their daughter, Hadley, to be closer to their family. He has been actively involved in and volunteering for youth programs at church for the last five years. For fun, he loves being outdoors, biking, hiking, and (especially) running. He is always in the middle of a book, usually related to professional development, but also enjoys science-fiction and philosophy. His ideal Saturday is an early morning, long run, and an afternoon with his family checking out a local park or restaurant.

Contact Jordan