Jordan D. Hanson, CFP®

Advisor

How I Arrived at Ritholtz

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, Katie, our son, Caleb, and our two dogs, Tyson and Riley. I enjoy playing and watching sports, and I never pass up the opportunity to share a great meal with the people I care about.

Industry Experience

10+ Years

Education/Certifications

MBA, University of Nevada. BS in Economics, University of Nevada. CERTIFIED FINANCIAL PLANNER®

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.

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