Jordan Egert, CPA, CFE, CDFA™

Jordan Egert, CPA, CFE, CDFA®

Biography

Jordan Egert is a Partner and Co-Director/Chair of Divorce Financial Planning and Litigation Support group for Councilor, Buchanan, and Mitchell, P.C. He has over sixteen years of experience in financial consulting and public accounting with significant experience in consulting for collaborative and litigated cases individual tax compliance and planning, financial examination and analysis, , and forensic accounting engagements related to family law, business, and individual matters. Jordan has served in financial expert roles including strategy development, discovery/deposition analysis, rebuttal expert, fact finding, testifying expert, and preparation of expert reports and findings.

His work has involved accounting and financial consulting/analysis for support and property division matters in divorce – including cash flow and retirement projection, lifestyle and budget preparation/examination, retirement projections, tax projections, and asset and liability division. Jordan focuses on working with clients and team members in holistically considering financial implications of options and goals.