Hi. 👋
I’m Jordan McConnell.

Location
Denver, CO
Experience
10+ Years
Credentials
- CERTIFIED FINANCIAL PLANNER™
- BBA in Finance

I attended the University of Central Florida, earning my Bachelor of Business Administration in Finance.

My background running advisory practices at Charles Schwab and Vanguard has allowed me to help clients navigate complex planning needs and realize their lifelong dreams. Money is ultimately a means to an end, and I believe that every person’s “why” is uniquely important. My passion and experience over the previous decade allow me to help individual retirement pictures come into focus. I help solve for fun and enjoyment through financial means.

My wife, two kids, and I live south of Denver, in Castle Rock, CO. We love spending time in the Rocky Mountains and experiencing everything our state offers. We’re both very fitness conscious.

I grew up in the suburbs of Philadelphia and still love rooting for my hometown teams. Go Birds!

My wife’s family is from the San Juan region of Argentina, and she works as a Registered Nurse (RN). Fittingly, my son’s favorite athlete is Lionel Messi.

Team Aspen

Aspen Team

Team Aspen is rooted in Colorado, and like the trees themselves, our team is a tight-knit network of experienced advisors who are resilient and deeply connected. With the highest concert attendance by far, they’re in tune with connection and harmony—key elements in their approach to client service. Expect a vibrant team with a steady beat and a strong sense of purpose.

At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.

Jordan McConnell

Senior Financial Advisor

Financial Advisor Team

Associate Advisor Team

Client Success Team

I’d love the opportunity to help you.

Take the first step by scheduling your Explore Call below.

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

Hi. 👋 I’m Jordan McConnell.

Team Aspen

Aspen Team

I’d love the opportunity to help you.

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Hi. 👋
I’m Jordan McConnell.