Meet your financial specialists.
As a Client Service Associate, Jordan supports SWP Wealth Advisors in all aspects of client service, including the setup and maintenance of accounts, paperwork processing, and cashiering duties. She enjoys exploring new ways to improve the efficiency of a process to ensure clients are getting served in the most effective way possible.
Jordan has over five years of experience in the financial sector, including banking and commercial finance. Jordan has an Associates in Financial Management from Antonelli College.
Outside of the office, Jordan enjoys cooking, watching documentaries, spending time with her family, and watching basketball.
Associates in Financial Management, Antonelli College