P. Jordan Smith Jr.

P. Jordan Smith, Jr. is a seasoned financial professional currently serving as the Financial Planning Director at Capital Strategies, a MassMutual firm, since January 2018, where expertise in financial goals, estate strategies, and insurance needs is utilized. In addition, P. Jordan Smith, Jr. has been the Chief Executive Officer of Texas Medicare 101 since September 2016, focusing on educating clients about the complexities of the Medicare marketplace. Previous experience includes working as a Personal Financial Planner at MHD Financial, where customized financial plans were developed for diverse client needs, and roles in youth ministry at various Episcopal churches. P. Jordan Smith, Jr. holds a Bachelor of Arts in History from Texas A&M University-Corpus Christi and Texas A&M University.