Jordan Patrick, CFP®

Financial Advisor

Georgetown College, Finance, Business Administration
Xavier University, MBA, Finance
Xavier University, Executive Certificate in Financial Planning


How does Jordan Use Commas?

  • Plan for home renovations to make space for our growing family
  • Travel to National Parks within the United States
  • Continue to generously support causes I care about

Jordan’s Story

As part of the Commas team, Jordan works with clients to create personalized financial plans that help them achieve their goals. He enjoys combining his analytic knowledge with his relational skills in order to craft strategies that fit each client personally. He believes that advising isn’t just about the numbers; it should instead focus on helping clients feel fulfilled, successful, and at peace. Jordan is grateful to work with a team of professionals who are selfless in their pursuit of serving others.

Jordan spends as much time as he can exploring the outdoors—from hiking to fly fishing to traveling with his wife to national parks. When not out on an adventure, he enjoys spending time on his hobby of woodworking or just hanging out with his wife and newborn son.


Behavioral finance, comprehensive financial planning, goal setting

The Latest from Jordan

Tax Guide 2023
Year End Charitable Giving Tips
What to Know Before Buying Your First Home

Ready to start the conversation?