Joe Jordan
Joe@capmar.com
919.488.7121
Certified Financial Planner
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Joe has thirty years of focused Experience in
accounting, taxes, investments and insurance. His career revolved
around helping individuals solve the critical financial problems
that we all face.
After serving six years in the U S Army he used the GI Bill to
obtain a bachelors degree from
Methodist
University in Fayetteville, N C and a
MBA from Rutgers University in Newark, N J . He began his career in public
accounting as a CPA working for a Big Eight accounting firm and then
his own practice for several years.
For the last 25 years Joe has worked in the financial services
industry with several prominent investment and insurance companies.
Today he is bringing this wealth of knowledge and experience to
Capmar Annuity Solutions. Case design is the most important
part of the sales process.
With so many products available from so many different sources,
how are you going to separate yourself from the crowd?
The answer is with proper analysis of the client’s needs
and product presentation. At Capmar Annuity Solutions we
provide the edge you need in a competitive market.
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