Jordan Fazio

Jordan joined Source Advisors in 2015 and is a Director in the R&D Tax Credit Consulting department. His primary responsibilities include providing technical sales consulting to CPAs and companies looking for guidance on R&D tax credit potential and managing R&D tax credit projects. His experience includes eight years of market risk management, software development, and operations in OTC derivative markets. Jordan holds a Bachelors of Business Administration degree with a double major in Accounting and Finance from Grand Valley State University.