Jordan Yorks

Financial Services Associate

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Jordan Yorks

Financial Services Associate

Professional

Jordan's commitment to building relationships makes him invaluable to the Financial Services team. His can-do attitude and team approach help clients meet their financial goals and ideals.

Jordan Yorks manages the financial services department at Walter Shuffain. Jordan works as a liaison between clients and partnered advisors to build relationships and extend Walter Shuffain's client services beyond traditional tax and audit services. Jordan works with high-net-worth individuals, providing investment guidance, financial planning, and general life insurance needs. Working hand in hand with our partnered advisors, Jordan is a key player in fostering client relations to form a team approach where Walter Shuffain works alongside advisors to provide our clients with financial support.

Graduating from The University of Massachusetts Isenberg School of Management in 2013, Jordan has experience in sales and marketing roles. He enjoys working in a client-facing role at Walter Shuffain, developing and fostering relationships that further help clients meet their financial goals and reach their ideals. Jordan also plays an active role in helping with the firm's marketing efforts. He supports the Walter Shuffain brand platform and helps oversee the firm's overall marketing strategy and execution.

Personal

Jordan, his wife Caitlyn, and daughter Nora love spending time with family and friends. Jordan enjoys getting out on the course as much as possible as an avid golfer. Jordan is also a volunteer at the Jewish Big Brother Big Sister organization, where he has been a big brother for the past four years.

Contact:

p: 617.447.2791
e: jordanyorks@wscpa.com

In my personal life I believe in living in the moment and enjoying what comes from it. There is no bigger joy to me than spending quality time with family and friends.