Jordann holds dual roles as a Client Solutions Advisor and the Director of Business Solutions. As Client Solutions Advisor, Jordann works with individuals and families to enhance their client experience through relationship management, investment planning, and asset management strategies. She is also a part of the Synergy Investment Committee which manages client portfolios on discretion using Synergy Strategy Portfolios. As the Director of Business Solutions, she strives to evolve and grow the practice through marketing, business planning, and process improvement. 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 in Bloomfield Hills, Michigan, with her husband Scott. They have two dogs named Riley and Bugsy who keep them plenty busy. She spends her free time playing tennis, getting in the occasional round of golf, and checking out any Michigan craft brewery. She is passionate about skiing, yoga, and spending time in northern Michigan with her family and friends.