Anyone who stops learning is old, whether at twenty or eighty. Anyone who keeps learning stays young.
It is our belief that our clients rely on us to help them with important issues that will affect them for a majority of their lives, if not the lives of their children as well. Only through continuing our education can we stay ahead of changing tax and estate laws or methods for better accomplishing our client’s goals.
The more I live, the more I learn. The more I learn, the more I realize, the less I know.
Although team members at Concordia are expected to always be developing their knowledge, in no way does this mean that we believe we are experts in every specialized field of finance. That is why Concordia has joined the XY Planning Network, a group of like-minded, fee-only Financial Planners and Firms across the USA that provides an instant “team” of professional specialists in different areas of financial planning, all available to assist Concordia in the development of your Comprehensive Wealth Planning.
The Concordia team also maintains memberships in multiple other planning and investment related groups, many of which require rigorous continuing education to maintain status.
Andy joined the financial services and planning industry in 1999 shortly after graduating from Villanova University. In his early career, he joined a team of like minded professionals who travelled throughout the USA consulting and teaching financial planners about the benefits of running fee-only, fiduciary practices, and shared comprehensive planning techniques to help them become better financial planners. After years of seeing clients’ experiences enhanced through consulting to planning firms, Andy felt compelled to start helping clients directly. Starting 2009 as an independent, fee-only financial planner, he has helped hundreds of individuals, families and businesses throughout the United States and Puerto Rico achieve their financial goals.
Andy maintains the professional credentials of the Certified Financial Planner™ and a Masters in Business Administration. He enjoys travelling, visiting other cultures and is not scared of trying new and interesting cuisine. Andy is an avid guitar enthusiast and volunteers in his church’s worship band weekly. When he isn’t developing financial planning strategy for clients, travelling, or worshipping The Lord, he loves to spend quality time with his wonderful wife, Silvia, and kids, Luke and Liliana.
Fun Fact: Andy once had a guitar jam session with Jimmy Buffet.
Jordan joined the financial services and planning industry in 2012 after short stints with a campus ministry, a fortune 100 financial services firm and the Social Security Administration. Before coming to Concordia Wealth Planning, he served as the Director of Financial Planning and a member of the leadership committee at one of the top five largest independent wealth management firms in Columbus. He is passionate about any aspect of his job that relates to meeting and serving people.
Jordan maintains the professional credentials of Certified Financial Planner™ and Certified Investment Management Analyst®. He enjoys travelling, learning about other cultures, and making and maintaining friendships all over this beautiful planet. Jordan and his wife Jessica live with their seven children in Delaware and are active members of their church. When the weather cooperates, their family enjoys exploring the metro parks and nature preserves around Central Ohio.
Fun Fact: Jordan won a talent show in 6th grade for juggling while reciting Shakespeare.
Christian is an accomplished investment executive with over two decades of experience leading multi-billion-dollar platforms across family offices, private client, and institutional investment and wealth management. He is passionate about helping clients define and live their own life story by giving money purpose.
Before joining Concordia Wealth Planning, Christian held several senior leadership roles, including Senior Vice President and Director of Private Bank Investments at Fifth Third Private Bank, Senior Vice President and Senior Investment Strategist at Wells Fargo Private Bank, and Chief Investment Officer at one of Columbus’ largest Registered Investment Advisers. He was also the founder and managing partner of Point Guard Capital, a boutique investment firm in the Washington, DC area, and served as Chief Market Strategist for Genworth Financial Asset Management, part of AssetMark in Los Angeles. His areas of expertise include strategic asset allocation, portfolio construction, risk management (including derivatives), manager due diligence, trading, and team development. He participated in due diligence for two acquisitions and a merger, and has experience in real estate development, acquisition, and capital raising.
Christian began his career in financial technology, developing analytics software and database platforms for academic institutions and global investment firms, serving institutional equity and fixed income managers, hedge funds, and private equity. He holds both BS and MS degrees in Finance from American University, graduating summa cum laude, and earned the CFA Charterholder designation in 2004. Christian is a past President and Board Member of the CFA Society Columbus and currently serves on various boards and councils, including The Columbus Foundation Professional Council, the Copenhagen Institute for Future Studies, the Scandinavian Club of Columbus, and the Dublin Education Foundation. Christian is member of the Ohio Angel Collective. He has been quoted in national and international press.
Born to Danish and Swedish parents in the Canary Islands, Spain, Christian was a collegiate scholar-athlete on a swimming scholarship at American University and swam professionally having trained and competed with European, Olympic, US, and World Champions. With a multicultural background, he is fluent in seven languages: English, Danish, Norwegian, Swedish, Spanish, German, and French. He resides in Muirfield, Dublin, Ohio, with his wife Kristine and their three children.
Fun Fact: Christian has a background as a professional DJ and enjoys producing electronic dance music (EDM) in genres such as House (Afro, Deep, and Iberican), Drum and Bass, and Jungle. He also enjoys collaborating musically with his children, who play various instruments.
With SAGE Tuition Rewards, students will earn guaranteed minimum scholarships at over 455 participating private colleges and universities across America! The scholarships can equal up to one full year’s tuition!
Each Tuition Rewards Point is equal to $1.00 in tuition discounts if the student attends a participating college or university. The accumulated points represent the minimum scholarship (grant or other institutional discount) that the student will receive.
35,000 Tuition Rewards Points represent a guaranteed minimum $35,000 scholarship at our member colleges. Your loved-one may receive more, but is guaranteed not to receive less!
Tuition Reward Points accrue like frequent flyer miles and are earned by based on investments implemented with Concordia Wealth Planning. What makes Tuition Rewards even more unique is that you don’t have to use the investment earning Reward Points to pay for college! How you pay for college is your choice.
* SAGE Tuition Rewards is available for clients who wish to have Concordia implement investment advice through the Investment Management add-on