Jordan joined our team as a Client Relationship Manager in February 2022 after moving from Kansas City, Missouri, to Sarasota, Florida, to be closer to her fiancé. She holds her Series 7 license and her Financial Paraplanner Qualified Professional (FPQP™) designation, and she hopes to one day become an advisor herself so she can help families confidently pursue their financial goals. For now, her focus is on expanding her financial knowledge by learning from the Walshes’ decades of combined experience.
Jordan graduated from the University of Central Missouri with a degree in Criminal Justice/Pre-Law. She was a student athlete and played golf for the Jennies. (Fun fact: UCM’s male athletic teams are Mules and female teams are Jennies.) After graduation, Jordan spent three-and-a-half years as a Golf Pro before joining the Finance industry.
When not at work, Jordan is likely to be found shopping, working out at Orangetheory Fitness, or catching up on her favorite TV shows while filling orders for the custom T-shirts and cups that she makes as a hobby and side gig. And sometimes she plays golf, or teaches golf, or watches golf, etc.
Check the background of this investment professional on FINRA’s BrokerCheck.
Series 7 registration is held through LPL Financial.
2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237
HOURS: M-F, 9:00-5:00 ET
444 E. Hillcrest Dr., Ste. 230
DeKalb, IL 60115
HOURS: M-F, 9:00-5:00 CT