Jordann holds dual roles as an Advisor and the Director of Business Solutions. As an Advisor, Jordann works with individuals and families to help them achieve their financial goals. She works to enhance their client experience through relationship management, investment planning, and asset management strategies. She is also a part of the Synergy Investment Committee. As the Director of Business Solutions, she strives to evolve and grow the practice through cultivation of the advisory team and overall firm best practices alongside the COO. These dual roles suit Jordann’s love of organizing, implementing change, and communicating with people. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Series 7 and 66 licenses. Jordann enjoys working alongside her entire family, creating a lasting professional legacy. She has a Bachelor of the Arts Degree in Finance from The Broad College of Business at Michigan State University.
Jordann resides on a lake in West Bloomfield, Michigan, with her husband Scott and newest addition- J.R.- born in October 2019. Between J.R. and their two rescue dogs, Riley and Bugsy, they keep plenty busy outside the office. She spends her spare moments on the lake, reading anything she can get her hands on, and enjoying the company of family. She also appreciates skiing, a good tennis match, the occasional round of golf, and anything Pure Michigan.