Jordan D. Hanson, CFP®

Advisor

How I Arrived At RWM

I have been in the wealth management industry since graduating from college in 2015. Early on, I came across the blogs and podcasts produced by RWM, including by Barry, Josh, Michael, Ben, and Nick. The messaging throughout their content quickly resonated with me, and I instantly became a fan. I found myself frequently referencing and sharing these blog posts and podcasts in conversations with my clients. In 2023, I had the chance to meet them in person. I quickly realized that their commitment and dedication to being best in class, serving their clients, and promoting a collaborative environment matched my values. I knew RWM would be the best place for me and my clients.

Favorite Part Of The Job

My favorite part of the job is my ability to make a positive impact on the lives of my clients and their families. I love working with my clients to give them comfort, confidence, and clarity around their finances and to help them turn their dreams into reality.

When I'm Not Working

I love spending time with my wife and our two dogs, going to the gym, anything with sports, and learning how to cook.

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Duncan Hill
Duncan Hill
Creative Director
Duncan Hill
John Grayson
John Grayson
Sr. Creative Media Producer
John Grayson
Bill Artzerounian
Bill Artzerounian
Director of Tax Services
Bill Artzerounian
Jay Tini
Jay Tini
President
Jay Tini
Claire Galante
Claire Galante
Executive Assistant
Claire Galante
Anna Chaiken
Anna Chaiken
Vice President
Anna Chaiken
Benjamin Packer
Benjamin Packer
Client Service Associate
Benjamin Packer
Dominic Bova, CFP®
Dominic Bova, CFP®
Tax Planner
Dominic Bova, CFP®
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Lisa Rosenstein
Lisa Rosenstein
Tax Planner
Lisa Rosenstein
Catalina Castillo
Catalina Castillo
Compliance Analyst
Catalina Castillo
Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
Director of Family Office Services
Taylor Hollis, CFP® CFA®
Gisela Warner
Gisela Warner
Director of Operations
Gisela Warner
Nick Sapienza, CFP®
Nick Sapienza, CFP®
Advisor
Nick Sapienza, CFP®
Mindy Giles
Mindy Giles
Client Service Associate
Mindy Giles
Alex Messer
Alex Messer
Trader
Alex Messer
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Advisor
Benjamin Coulthard, CFP®
Blair duQuesnay, CFP® CFA®
Blair duQuesnay, CFP® CFA®
Lead Advisor – The Preserve
Blair duQuesnay, CFP® CFA®
Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
Advisor
Patrick Schwendeman, CFP® ChFC®
Nicole Samoroukova
Nicole Samoroukova
Media Producer & Head of Audience Development
Nicole Samoroukova
Adam Gock
Adam Gock
Client Service Associate
Adam Gock
Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
Nick Friedman, CFP®
Dina Isola
Dina Isola
Advisor
Dina Isola
Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
Sr. Advisor & Director of Corp. Retirement
Dan LaRosa, AIF®, QPFC
Nelson Crane
Nelson Crane
Trading Research Associate
Nelson Crane
Sean Russo
Sean Russo
Research Associate
Sean Russo
Josh Brown
Josh Brown
CEO
Josh Brown
Susan Gray
Susan Gray
Sr. Client Service Associate
Susan Gray
Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
Matthew Papandrea, CFP®
Nate Jefferson, CFP®
Nate Jefferson, CFP®
Paraplanner
Nate Jefferson, CFP®
Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
Jordan D. Hanson, CFP®
Eric Zipfel
Eric Zipfel
Advisor
Eric Zipfel
Tadas Viskanta
Tadas Viskanta
Director of Investor Education
Tadas Viskanta
Brian Rosen
Brian Rosen
Sr. Advisor
Brian Rosen
Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
Sr. Advisor
Paul Zodtner, CRPC®, RICP®
Gary Pulford, CTFA
Gary Pulford, CTFA
Advisor
Gary Pulford, CTFA
Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
Lauryn Lafferty
Cameron Rufus, CFP®
Cameron Rufus, CFP®
Advisor
Cameron Rufus, CFP®
Colleen Parker
Colleen Parker
Director of Client Service
Colleen Parker
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®
Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
Michael Batnick, CFA®
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
Patrick Haley, CFP®
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
Brianna Pintauro
Brianna Pintauro
Senior Client Service Associate
Brianna Pintauro
Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
Advisor
Ian Cully, CFP® CFA®
Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
Patricia Hatzfeld
Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
Ben Carlson, CFA®
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Barry Ritholtz
Barry Ritholtz
Chairman & Chief Investment Officer
Barry Ritholtz
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
Dylan Kluender
Dylan Kluender
Sr. Trader
Dylan Kluender
Blake Wohlwend
Blake Wohlwend
Client Service Associate
Blake Wohlwend
Angelica Andrews
Angelica Andrews
Paraplanner
Angelica Andrews
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
Kyla Candelaria
Nick Maggiulli
Nick Maggiulli
COO
Nick Maggiulli
Daniel Baxter
Daniel Baxter
Client Service Associate – Tax
Daniel Baxter
Matt Lohrius, CFP®
Matt Lohrius, CFP®
Advisor
Matt Lohrius, CFP®
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Callie Cox
Callie Cox
Chief Market Strategist
Callie Cox
Joey  Fishman
Joey Fishman
Sr. Advisor
Joey Fishman
Kevin Young, CFP®
Kevin Young, CFP®
Advisor
Kevin Young, CFP®
Travis Varga
Travis Varga
Creative Media Producer
Travis Varga
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
Daniel Parra
Daniel Parra
Creative Media Editor
Daniel Parra
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
William Sweet, CFP®
Ross Cohen, CFP®
Ross Cohen, CFP®
Advisor
Ross Cohen, CFP®
Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
Kris Venne, CFP®
Lauren Spears
Lauren Spears
Client Service Associate
Lauren Spears
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
Erika Mauro
Erika Mauro
Director of Client Service – Family Office
Erika Mauro