Casey Jordan
CRPC®
Practice Manager
An expert in all things E3 since 2009, Casey manages operations and accounts for the E3 practice with a sharp eye for detail. She’s known for her efficient, approachable style and her commitment to making every part of the financial planning process feel seamless. From the first meeting to the final implementation of a plan, Casey is the go-to person for clients and someone they can call for anything, big or small.
With a background in hospitality, Casey brings a strong service mindset to everything she does. She handles all aspects of client servicing and plan implementation, making sure that recommendations aren’t just made—they’re carried out thoroughly and on time. Her favorite part of the job? The clients. Building meaningful connections and being a trusted, responsive resource is what drives her every day.
“We recognize how hard our clients have worked and how much they have already done. We strive to raise people up from where they’ve gotten themselves.”
EXPERIENCE
Certified Retirement Planning Counselor℠ (CRPC)
FINRA Uniform Combined State Law Examination (Series 66)
FINRA General Securities Representative (Series 7)