Christy Jordan

When we first connect, my goal is to truly understand your story—where you’ve been, what matters most to you, and how you envision your future. I’ve found that by learning about your background and family history, your financial priorities and values naturally come to light. Through thoughtful questions and genuine conversation, we begin to outline a path that reflects your goals and the kind of retirement you hope to build.

As that picture takes shape, I aim to create a sense of trust and relief by knowing you’re supported by someone who’s not only listening but genuinely invested in helping move things forward. I focus on being attentive and informative, because when people understand how things work, they’re better equipped to navigate uncertainty and enjoy moments of growth with confidence.

Throughout my career in the financial industry, the most rewarding moments have always come from seeing individuals and families reach meaningful milestones—whether that’s sending a child to college, building a dream home, traveling the world, or feeling confident they won’t outlive their savings. It’s incredibly fulfilling to play a role in those chapters.

I’ve also loved witnessing the full spectrum of life’s transitions: watching younger families grow and older generations pass along the legacies they’ve worked so hard to build. Being part of those journeys and helping turn long-term goals into real-life accomplishments is what continues to inspire and guide the work I do every day.