Broker Check


Financial Advisor

Joining the industry after earning a double major in Business and Anthropology/Sociology in 2014 from Kalamazoo College, Jordan brings a unique twist to the vision of finance. Her experience brings a background in marketing management and sales to her role on the team. Jordan currently holds her Series 7 and 66 registrations as well as a Life and Health Producer Insurance license.

Jordan has a competitive and eager-to-learn personality. She takes a compassionate and knowledgeable approach to working with our clients to help create strong investment plans. Jordan owes her competitive nature to her many years of competitive soccer, graduating as a four year college athlete and a National College Athlete Honor Society member. Jordan displays evident passion in all aspects of her life, whether it is in the office or with her family in Northern Michigan; the place she still calls home.

Outside of the office, you can find Jordan at a brewery, on her yoga mat, or volunteer coaching youth soccer.  


Jordan grew up on a farm in Glen Arbor, MI where her family had llamas, alpacas, peacocks, donkeys, goats, guinea hens, chickens, horses, dogs and cats. Now the farm is empty of many animals, but is filled with a Hop field to brew beer!

Jordan sang in an all-female A Capella group at Kalamazoo College.


“Create your day by saying thank you first thing.” – Cindy Lewis