As a Financial Planner, Jordan is responsible for creating comprehensive financial plans, participating in client meetings, taking the lead on answering routine financial planning questions, taking clients through routine reviews, and providing support to the wealth management team — especially Cory Bittner, whom Jordan joins on most client meetings.
Jordan graduated from the University of Central Missouri with a Criminal Justice Pre-Law degree. Jordan obtained her CERTIFIED FINANCIAL PLANNER® certification, one of the highest designations in the financial planning field. As a CERTIFIED FINANCIAL PLANNER® professional, Jordan specializes in comprehensive financial plan development, topic research, and personalized financial education. Jordan also maintains the Financial Planning for Qualified Professionals™ designation, Series 7 General Securities, and Series 66 NASAA Uniform Combined State Law licenses.
In her free time, Jordan enjoys playing golf, going to Orange Theory, finding new local places to eat with her fiancée and shopping