Jordan Haines is a graduate of Utah Valley University’s top-ranked personal financial planning program. Previous to Dentist Advisors, he spent time as a support advisor for firms in Utah and Washington gaining valuable experience. Jordan’s financial planning background includes tax preparation, insurance, and investment research allowing him to adjust and manage his client’s assets to achieve the best possible results. He is an Accredited Financial Counselor (AFC) and CERTIFIED FINANCIAL PLANNER™.