Jordan Neumann

Jordan serves as a Director of Retirement Plans at Vertrix Wealth Management.

He works with business owners and HR managers, providing comprehensive support for the design, implementation, and ongoing administration of retirement plans. In addition, Jordan offers education, personalized guidance, and investment advice to plan participants. With a detail-oriented, client-first approach, he is committed to supporting both businesses and employees as they work toward strong retirement outcomes.

Jordan specializes in all aspects of retirement planning, from high-level plan design and operational considerations to one-on-one investment support for participants. With more than eight years of experience in the financial services industry, he focuses on helping employers and participants navigate complex decisions with greater clarity and confidence.

He earned a Bachelor of Business Administration in Finance from Western Michigan University in Kalamazoo, Michigan.

A lifelong Michigan native, Jordan is an avid supporter of Detroit’s professional sports teams and enjoys spending time outdoors hiking, kayaking, fishing, and biking. When he’s not outside, he can often be found following global news or enjoying a game of Catan with friends.