Jordan handles client trades and rebalancing. She has a knack for applying critical thinking when rebalancing portfolios. She is a detail oriented, ambitious learner. And she loves the encouraging and helpful culture at SYM.
Bachelor of Science in Finance – Purdue University, Fort Wayne, IN
“Whatever you do, work at it with all your heart, as working for the Lord, not for human masters.” Colossians 3:23
Jordan plans to become a CFP® in the future so that she can help others reach their financial goals through financial advising. She enjoys hiking and time with her two dogs.
(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590
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