Bob has been a principal/partner with Jordan & Company since 1987 when the firm of Irwin and Long, CPA’s and Jordan and Company merged. He works in offices in both the “world headquarters” of Jordan & Co. in Pocatello and a satellite office in Boise.
Bob has years of experience in financial planning, income tax preparation and planning, business consulting, and litigation support services.
Bob has been authorized by CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC (CFP® Board) to use the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in accordance with CFP® Board certification and renewal requirements. He has also been awarded the Personal Financial Specialist (PFS) designation by the American Institute of CPA’s (AICPA).
Professional affiliations include the American Institute of CPA’s and the Idaho Society of CPA’s. Bob is a past president of the Southeast Idaho Chapter of the Idaho Society of CPA’s and a past president of the Pocatello Estate Planning Council.
Along with other Jordan and Co. personnel, Bob is a member of Jordan and Co's "sister" organization, Naarden Wealth Management, a registered investment advisory firm.
During the off-hours, Bob enjoys running, hiking, nordic & alpine skiing, travel, and spending time at his cabin in McCall.