Professional Background

Jordan is an Associate Planner and CSA Manager. She works closely with our Relationship and Client Managers focusing on financial planning and portfolio management. Her knowledge of firm policy, procedures, and technology allows her to interface with clients, anticipate their needs, resolve their problems, and follow through with exceptional service, while driving the firm’s initiatives and process to ensure the client experience is second to none. Jordan also oversees the CSA team. As part of the management team, she works to enact long-term strategies for the growth and advancement of the firm’s vision. 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. In her free time, Jordan enjoys spending time with her husband and daughter, supporting the Zags, and being active outdoors.

“Things turn out best for the people who make the best of the way things turn out.”

– John Wooden