Located in Northern California, Jordon joined the team in 2022 as a Project Administrator, supporting SRG’s Seller Advocacy Program. In her role, Jordon works closely with selling advisors to prepare their practice for listing, outline their ideal buyer candidate, and promote the business to find the perfect fit. Preparing the sale of a financial practice is a team effort at SRG. Jordon is extremely invested in the success of her clients and takes pride in her role of continuing the legacy of the financial advisors she works with.

After 8 years in customer service and experience in both the financial and tech industries, Jordon brings a balance of process-oriented skills needed to get the job done and a personalized experience that every advisor she works with can appreciate while going through the once in a lifetime experience of selling a business.

Among the SRG Team, Jordon is a well-respected foodie who we can expect to join our Monday morning calls with a weekend update that includes her latest restaurant discovery. Jordon and her husband love to travel, hike, and like many Californians, they appreciate having close access to Disneyland. As an ultimate Disney fan, Jordon’s chosen quote to live by is from none other than Winnie the Pooh’s Eeyore, who says, “A little consideration, a little thought for others, makes all the difference.”