Jordan provides comprehensive financial planning services to her clients with experience in investment management, tax planning, estate/legacy planning, and risk management. She makes it a priority to understand her clients, their families, goals, and passions.
Jordan graduated from the University of Minnesota – Duluth with a degree in Finance and Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ and joined Marquette Wealth Management in April 2023. Previously, she was a valued colleague at CliftonLarsonAllen Wealth Advisors, where she spent the first 8 years of her career.
Jordan grew up in the Twin Cities metro and currently lives in downtown Minneapolis. In her spare time, she enjoys trying new recipes and restaurants, traveling, experiencing the arts and spending time with family and friends.