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Meet Jordan Fandry of Manske Wealth Management in Downtown

Today we’d like to introduce you to Jordan Fandry.

Jordan, please share your story with us. How did you get to where you are today?
I come from a family of very hard workers – they are a mix of farmers, engineers, and healthcare professionals. Growing up, we’ve always had a very close family that always taught me the value of hard work but also the importance of being kind and humble. People usually don’t think nursing or engineering is glamorous, but I always admired the life that my parents and grandparents were able to provide for themselves and their children. My mother, who is competitive in nature, focused on our success in sports, which led to our success in other aspects of our lives. We spent hours outside on the tennis court and volleyball courts until, between the tearful losses and gold medals, we learned the value of putting in the hours and how the most painful failure can move you forward. I can absolutely thank my lessons on the tennis court for the confidence and perseverance that got me to where I am today.

I received my Bachelor of Science in Mathematics from the University of Houston where I specialized in Mathematical Finance. My role as a leader and financial advisor at Manske Wealth Management allows me to make a huge difference in people’s lives while satisfying my analytical tendencies because I am involved in every trade, investment and planning decision for my clients. It’s been a whirlwind of experiences and my career has progressed very quickly in the time that I’ve been in this role – I currently manage about $50 million dollars, which is almost double the size of the average financial advisor in this industry. I have a fantastic team surrounding me in the office and at home and I owe a lot to those who have supported me along the way.

Great, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?
Being a young woman in business comes with its own, obvious struggles from the outside world. Looking inward, there have been plenty of sacrifices and obstacles along the way. There have been long workdays, after hours, and weekend hours put in to care for clients and to further my own skills with continued education. One thing that has been a struggle for me has often been “imposter syndrome.” It does cross my mind time-to-time that I might not always be taken seriously as a professional. But for me, imposter syndrome takes on a different meaning: to make sure that I’m providing the most amount of value that I can to my clients. There have been times over the years when I would approach a teammate to talk through a client situation, only to quickly see that I already know which direction I’d like to guide the client. I often remind myself that here’s nothing wrong with a deep consideration to make sure we are doing right by the people that put their trust in us.

Manske Wealth Management – what should we know? What do you guys do best? What sets you apart from the competition?
Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication. We work diligently to help clients minimize taxes, increase net worth over time, and provide a secure retirement. More generally, much of the work we do is for “windfall” scenarios in which a sizeable sum is suddenly available to the client. These situations include: life insurance received after a death; lawsuit/divorce settlements: cash value created by an IPO; consolidations at retirement; inheritance; sale of a business; and most commonly, after a job change, we assist with the client’s previous 401k. We’ve found people experiencing these windfalls really appreciate our introduction because they have an immediate need for investment advice, especially if they were not already comfortable with seven figure portfolios. In addition to general investment planning, I personally lead the Consultant Advisory Group offering tailored solutions to leaders at the some of largest consulting firms in the world including KPMG, EY, and Accenture.

What sets Manske Wealth apart from the rest of Wall Street is the team’s systemic dedication to staying in touch with our clients and keeping their other advisors informed. Our mantra, Every Client, Every Month™ is a commitment that goes above and beyond the industry average to keep our clients involved at every step in their financial picture. This is one of my favorite things about this role. As we talk through business items, I’m also able to hear more about the daily or less significant life events that would typically be missed if we were only connecting three or four times per year. We’ve shared a lot of laughs and some heartache, but it never fails to give me a deeper understanding of my clients and what is important to them.

Is there a characteristic or quality that you feel is essential to success?
Different days require different strengths to rise to the surface, but I think the quality that has proven most effective for me is empathy. In our role, we are often called on when there is a major life change, such as the loss of a loved one, job loss, or divorce. We have the professional responsibility to remain objective, create a plan and stay the course when our clients are going through these transitions. To create an excellent plan, the most important part is to listen and understand the client’s emotions and how to navigate turbulence together. It has always come very naturally to me to be empathetic to the people that I care about and I feel that it’s been just as critical to my role as any technical knowledge has been.

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Image Credit:
Chris Gillett, Dayton Box

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