Jordan P. Egert, CPA, CFE, CDFA®

Combining more than 15 years of experience in the accounting profession, with most focused specifically on divorce financial planning, litigation/forensic accounting and tax advisory, Jordan P. Egert, CPA, CFE, CDFA®, brings a keen eye and an empathetic approach to find results for his clients. In doing so, he creates peace of mind and a genuine sense of accomplishment through forensic accounting, divorce litigation, and tax advisory and planning engagements.

Jordan, a partner and director of divorce and litigation services at Councilor, Buchanan & Mitchell (CBM), works with clients on various disputed matters to help them meet their financial goals and aspirations – including collaborative disputes. His aptitude for practical problem-solving helps clients develop and execute plans for strategic cash flow, asset tracking and projections, lifestyle budgeting, tax and retirement projections, asset and liability division, spending analysis, asset identification, and alimony and child support. His experience also includes tax planning and advisory for individuals and he has assisted with numerous cancellations of debt tax matters as they relate to real estate assets (backed by both recourse and non-recourse debt instruments).

Jordan is a certified public accountant who also carries the certified divorce financial analyst and certified fraud examiner designations, which have led him to become a qualified expert witness for divorce and financial matters. His knowledge qualifies him to appear before courts as a financial expert throughout Maryland and the District of Columbia regarding forensic accounting, divorce financial planning and tax matters, but Jordan assists clients in court matters wherever they need support.

Jordan takes pride in ensuring his clients understand every step of the divorce and litigation process, following his mantra that a client interaction shouldn’t be just about the numbers and conclusions but about developing and embracing a professional relationship. He often shares his expertise by speaking on divorce and financial-related topics throughout the region and serving as treasurer of the Collaborative Professionals of Northern Virginia.

He finds inspiration outdoors, where he frequently can be found hiking, biking, running and trekking. Jordan is a life long tennis player and one of Florida’s top competitive pickle ball player. He also has a passion for classic vehicles and spends much of his free time collecting and reselling cars he works on himself.