Lori A. Jordan
For over 12 years, I’ve worked with NestEgg Advisors and currently serve as the team’s operations manager. I bring roughly 35 years of industry experience to my role and prior affiliations include major asset management firms such as JPMorgan Chase & Co. and the Invesco/Oppenheimer Family of Mutual Funds.
With a true passion for client service, I work closely with individuals to provide a trusted point of contact and help ensure a consistently positive experience. My goal is to not only meet but exceed your expectations throughout the financial planning process. My responsibilities include developing portfolio analyses and performance reports, managing disbursement requests, processing new accounts and asset transfers, and coordinating with custodians and financial institutions.
A graduate of SUNY Empire College of NY, I earned my A.S. degree in business management and economics. I also hold Series 7, 65 and 63 securities licenses in addition to being a Notary Public. When I’m not working or building client relationships, I enjoy spending time with my family and friends and regularly attending church. I’m also passionate about cooking, decorating and hosting memorable family events.