Jordan Ireland, RICP®, CPFA®
Partner & Financial Planner
My Background & What Brought Me Here
My Dad! As I grew up, I got to really experience the impact he had on his clients’ lives. I knew at a very young age that I wanted to work where I could make a difference for people just like he has. It wasn’t easy starting out young in this field and I had to work very hard to gain the experience and knowledge that my clients deserve. Fifteen years later, I wouldn’t change one thing!
Something Unique and Different About Me
My last name is Ireland and I have twin boys that were born on St Patricks Day. They are my little novelty!
Outside of Work I’m Most Passionate About
My family. My husband, Jon and my four kids, Archie, Addy, Brooks and Baker are what drive me in my daily life to do my best and strive for more in my job, my health and for helping others. Everything I do is for them.
When Not in the Office, Look For Me
Working out, travelling, or trying to find time to catch up on a good book when I have some time for myself!
How I’m Advancing My Career Knowledge
I am committed to learning about changes and new ideas in our industry. I read and research changing laws, attend conferences, stay on top of my continuing education and network with peers. These are just some examples of what I do to continue to work to better serve my clients.
Education & Certificates
Bachelors in Finance from Augustana University
Retirement Income Certified Professional (RICP)
Series 7, 6, 63 and 65
Life & Health Insurance Licensed
CPFA