Wealth Planning

Wealth Planning Your Employee Benefits

October 18, 2019

Jordan Overby
Jordan Overby

Director in Wealth Management, Partner

Jordan joined Aspiriant as a financial planner in 2013 after a 10-year career in book publishing. He became a manager in wealth management in 2018.

His path to wealth management was a circuitous one. After graduating from college, Jordan followed his passion for music by working as a publicist for a record label and audio engineer. The shine quickly wore off, however, and he turned his focus to book publishing, where he worked in both editorial and production. However, living on an editor’s wage in San Francisco proved challenging, so he began looking for ways to optimize his personal finances, eventually transitioning his career to wealth management. While Jordan’s work experience is diverse, the constant thread is his desire to help people make their vision a reality — whether that’s producing an album, publishing a book, or accomplishing one’s financial dreams.

Jordan attended Brescia University where he earned a B.A. in English Literature and focused on creative writing. He completed his financial planning credentials at the University of California-Berkeley in 2012 and earned the CFP® certification in 2015.

He lives in San Francisco with his wife, two kids and their Welsh terrier, Banjo. In his free time, he likes to hike, play guitar and piano, and work on his novel “Still Life with Spreadsheet.” Most of all, he enjoys being with his family.

Lydia Walz
Lydia Walz

Manager – Wealth Management

Lydia joined Aspiriant in 2018 as an associate in wealth management. She has more than seven years of experience within the financial services industry and serving high-net-worth individuals and families. In addition to her client service responsibilities, Lydia is a member of Aspiriant’s Emerging Wealth taskforce, Rising Generation taskforce and serves as a subject matter expert on debt for the company.

Prior to joining the firm, Lydia worked for a three-person financial planning firm where she wore many hats between investment operations, administration, marketing and financial planning.

Lydia earned her Bachelor of Arts degree in Middle Eastern History and Political Science from Bryn Mawr College and graduated cum laude. She is an annual participant in the Bay Area’s Financial Planning Day and is passionate about financial education in high schools.

After work, Lydia enjoys the Bay Area’s vibrant food scene. She usually has an upcoming reservation at a gourmet restaurant or can be found at her local taqueria. When she’s not chowing down, Lydia enjoys hiking with her husband and two nephews.

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