As an Associate Planner, Jordan works closely with our Relationship and Client Managers focusing on financial planning and portfolio management. Before her transition to Associate Planner, she was a Client Service Associate at CPWM where she supported operational and administrative needs of our clients. Her knowledge of firm policy, procedures, and technology allows her to interface with clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service, while driving the firm’s initiatives and processes to ensure the client experience is second to none. Jordan holds the Series 65 license.
Jordan played Division I soccer at Gonzaga University, where she graduated with a bachelor of science degree in human physiology. Jordan enjoys long distance running, playing soccer, supporting the Zags, and spending time with her family and friends.
“Things turn out best for the people who make the best of the way things turn out.”
– John Wooden