Jordan Maruszak, CFP®

Managing Partner, Mississippi

With 15 years of experience in the financial services industry, I’ve had the opportunity to work with leading firms like Fidelity Investments, Charles Schwab, Regions Private Wealth and Hancock Whitney Private Wealth. Throughout my career, I’ve gained extensive experience in areas like trading, corporate retirement plan management, financial planning, and tax planning, which has allowed me to develop a well-rounded approach to helping my clients meet their financial goals.

I’ve helped individuals and families navigate the complexities of investment strategies, retirement planning, and tax-efficient wealth management. Whether it’s building a robust trading strategy, optimizing 401(k) contributions, or crafting a comprehensive financial plan that aligns with a client’s long-term objectives, I am committed to offering personalized solutions that make a real impact.

Outside of my professional life, I’m passionate about spending time with my family, hitting the gym, jiu jitsu (when I can fit class in) and coaching youth baseball and t-ball. Coaching has taught me valuable lessons in leadership, teamwork, and the importance of staying patient through challenges—principles that I bring into my work with clients every day.

I take great pride in helping clients feel confident about their financial futures, and I look forward to the opportunity to work with you to develop a plan that meets your unique needs and goals