Client Service Specialist
Jordan Parson | Client Service Specialist
Jordan joined Pence Wealth Management in 2017. He graduated from Brigham Young University – Idaho with a Bachelors of Business Management of Finance & Marketing. Jordan is located in the Thousand Oaks office and is assisting Richard Sorensen. He is currently attending California Lutheran University for his MBA-FP (Financial Planning), which is a dual curriculum that will also certify him for his CFP designation upon completion.
Prior to joining PWM, Jordan was working with a private company distributing sophisticated software programs to their clients. His experience has provided him with a diverse set of skills that help him connect easily with clients.
Jordan is married to Anna and they have two wonderful little boys. They are very active with their church and have served in many youth groups, BSA and otherwise. Both Anna and Jordan enjoy being in nature and seeing all of the beauty that is around us.