Jordan Shaw, CFP®

Top 5 CliftonStrengths®: Learner, Intellection, Responsibility, Empathy, Input

Professional

Mr. Jordan Shaw is a Wealth Advisor with Hixon Zuercher Capital Management. As such, he works with the advisory team, helping clients make sound financial decisions. His time is mostly spent serving clients through data gathering and analysis, cash flow planning, tax planning strategies, and helping clients toward general financial wellness. Jordan is especially passionate about employee benefits, working with clients to ensure they fully understand and utilize all benefits available to them at their workplace.

Experience

After graduating from Liberty University with his Bachelor’s in 2018, Jordan began his career as a financial advisor in the Greater Philadelphia region. During his time there, he worked with pharmaceutical executives and other high-net worth individuals, providing specialized retirement and benefits planning. 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 their financial goals. 

Education & Certifications

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

Involvement

  • Hancock Leadership Class of 2025

Personal

Jordan and his wife, Bonnie-Jean, have two daughters, Hadley and Kenly. They moved to Findlay in March of 2024 and are involved in their local church. 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 a long run in the early morning and an afternoon with his family checking out a local park or restaurant. 

Contact Jordan