Jordan Fazio

Jordan became a part of Source Advisors in 2015 and is now a Senior Director for R&D Tax Credit Consulting. His main duties involve guiding CPAs and taxpayers with R&D tax credits and overseeing R&D tax credit projects. Prior to joining Source Advisors, he accumulated eight years of experience in market risk management, software development, and operations within OTC markets. Jordan holds a bachelor’s degree in business administration, focusing on Accounting and Finance from Grand Valley State University.