About Jordan Brill

Man in glasses and blue suit smiles in an office setting.

Hi, I'm Jordan!

Investment Advisor Representative

When clients meet with me, I want them to feel truly heard. Whether they’re preparing for retirement, navigating a demanding career, or entering a new stage of life, many people are looking for the same thing: someone who listens closely and helps build a plan that reflects what matters most to them. That’s exactly what I strive to do. 


My practice is intentionally boutique and family-style. The details you share—the worries you carry, the dreams you have, the goals you’re unsure how to reach—become the foundation of the strategies we build together. Clients have told me after our first meeting, “No one has ever taken this kind of time with me before.” That’s the experience I aim to create every single time.


Across all of my work, transparency and meaningful communication guide every step. I want you to feel comfortable asking questions and supported as your life and goals evolve. Whether we’re building income strategies for retirement, simplifying the financial demands of a medical career, or helping you take efficient early steps toward long-term success, my goal is always the same: to help empower you with clarity and give you a plan that feels both personal and practical. 

Who I Serve

Clear. Focused. Dedicated to Your Unique Retirement Future.

Pre-Retirees & Retirees

How I Serve: The Omaha Retiree Tax Map

A step-by-step method for turning your retirement savings into a reliable, tax-efficient paycheck that lasts.

Here’s what we cover:

  • Turning your savings into dependable, long-term income
  • Minimizing taxes throughout every stage of your plan
  • Knowing what to do first—and what to avoid

What you'll get

A downloadable roadmap outlining the key stages of building a sustainable, tax-efficient retirement income plan.

Physicians & Medical Professionals

How I Serve: On-Call Wealth Planning

An integrated framework designed around the realities of medical careers.

We address:

  • Managing large or lingering student debt
  • Structuring income and benefits efficiently
  • Reducing tax drag
  • Building long-term wealth while protecting your time

What you'll get

A downloadable guide showing how we help medical professionals simplify financial decisions and get back control of their time.

First-Generation Wealth Builders

How I Serve: The First-Gen Wealth Builder Lab

A practical roadmap for rising professionals who want to build long-term wealth—without sacrificing the lifestyle they enjoy today. 

You’ll learn:

  • How to create strong financial habits early
  • How to prioritize between debt, saving, and investing
  • How to build wealth intentionally and sustainably

What you'll get

A downloadable starter guide with frameworks and first steps tailored to young professionals building wealth from the ground up.

Contact Jordan

Let’s Start With What Matters Most to You

Whether you’re preparing for retirement, navigating a demanding career, or building wealth for the first time, I’m here to help you move forward with clarity and confidence.

Contact Us