Jordan Bowman is an Account Executive at Waggoner, where he brings thoughtful analysis and a genuine passion for helping clients reach their financial potential.
With a Bachelor of Science in Mechanical Engineering from Michigan State University, Jordan approaches financial planning with a problem-solving mindset, turning complex challenges into actionable solutions. He specializes in wealth management for small to medium-sized businesses, retirement planning, and 401(k) solutions, ensuring that clients receive thoughtful, tailored guidance aligned with their goals.
Known for his mentorship and community involvement, Jordan is an active member of HBA Lansing and ABC of Michigan, where he frequently volunteers his time for initiatives such as Toys for Tots. He also mentors incoming paraplanners and wealth management associates, sharing his knowledge and experience to foster professional development.
Beyond his professional achievements, Jordan is an avid outdoors enthusiast who enjoys hockey, golf, hunting, and travel. A fun fact about him is that his great-grandfather played for the Detroit Red Wings, appeared on the Stanley Cup twice, and scored the first penalty shot in NHL history. Jordan’s philosophy, “Everything in life is negotiable,” reflects his adaptability, resourcefulness, and determination to help clients and colleagues navigate challenges with confidence.