Bill Jordan

Client Strategist


Bill has spent over 33 years in the financial services industry supporting the development of customer / member relationships.  Through use of financial, demographic, market, and national research data, Bill has supported clients in their quest for financial success during his career.  Bill has been active in local community business groups and participate on various board of directors for non-profit and for-profit companies.


Outside of work, Bill enjoys time spending time with his wife and their three adult daughters, golfing, watching sporting events, and being an active member of his church.  In addition, Bill enjoys spending time assisting other people who are residents at a local homeless shelter.