Jordan Lewis

Wealth Advisor

Being with our team for nearly 10 years, Jordan has built relationships and trust with our clients that will be long lasting. Joining the industry after earning a double major in Business and Anthropology/Sociology in 2014 from Kalamazoo College, Jordan brings a unique twist to the vision of finance. Jordan currently holds her Series 7 and 66 registrations as well as a Life and Health Producer Insurance license. She specializes in life and long-term care insurance, ensuring that our clientele have a comprehensive and strategic financial plan to put their minds at ease.

Jordan has a competitive and eager-to-learn personality. She takes a compassionate and knowledgeable approach to working with our clients to help create strong investment plans. Jordan owes her competitive nature to her many years of competitive soccer, graduating as a four-year college athlete and a National College Athlete Honor Society member. Jordan displays evident passion in all aspects of her life, whether it is in the office or with her family in Northern Michigan; the place she still calls home.

Outside of the office, you can find Jordan at a brewery, teaching a yoga class, or traveling with her husband, Nick, and puppy, Junie.

FUN FACTS ABOUT JORDAN:

Jordan grew up on a farm in Glen Arbor, MI where her family had llamas, alpacas, peacocks, donkeys, goats, guinea hens, chickens, horses, dogs and cats.

Jordan sang in an all-female A Capella group at Kalamazoo College.

FAVORITE QUOTE:

“Create your day by saying thank you first thing.” – Cindy Lewis