Jordan provides value for clients by helping navigate the complex landscape of taxes. She can help you better understand your tax situation and have confidence when preparing and filing returns.

Oftentimes, someone’s tax status affects their health insurance situation. With this in mind, Jordan expanded her practice to provide guidance on Individual and Family health plans, Medicare Advantage plans (Part C), Medicare Supplement (Medigap plans), and Part D Prescription Drug Plans.

Prior to entering the financial industry, Jordan spent a number of years at the Minnesota State Capitol. She has extensive experience with financial operations, insurance, and tax. She brings a keen understanding of how to address complex issues and create strategies to better position outcomes.

Jordan holds a bachelor’s degree from the University of St. Thomas, and lives in Hastings with her family. Outside of work, you can find Jordan golfing, spending time at the family pool, and traveling.

Professional licenses and designations include:

• Registered tax preparer
• IRS Annual Filing Season Program – Record of Completion
• Limited representation rights before the IRS
• Fellow, Health Insurance Advanced Studies (FHIAS®)
• AHIP Medicare Certification
• Account-Based Health Plans Certification
• Life and health insurance licenses