Jordyn Anderson

Financial Assistant

With a genuine passion for helping others, Jordyn Anderson is dedicated to making every client feel supported, understood, and confident throughout their financial journey. As a financial assistant, she takes pride in providing exceptional service and clear communication—ensuring clients always know they have someone they can count on.

Born and raised in Superior, Wisconsin, Jordyn brings her strong Midwest values of honesty, hard work, and community to everything she does. She earned her bachelor’s degree in business administration with a minor in marketing from the University of Wisconsin–Superior, where she discovered her love for building relationships and creating meaningful client experiences.

Jordyn is known for her warm personality and keen attention to detail, both of which shine through in her day-to-day work. Whether she’s helping coordinate client meetings, managing important documents, or simply lending a listening ear, Jordyn strives to make each interaction positive and stress-free. Her care and dedication make her an essential part of our client experience team.

Outside the office, Jordyn loves spending time with her husband, Brandon, their two sons, Weston and Walker, and their dog. She enjoys rquiet moments with a good book, staying active in local fitness classes, and making lasting memories with family and friends.

Jordyn believes that genuine connections and thoughtful service are at the heart of every successful client relationship—and she’s grateful to play a part in helping clients feel confident about their financial future.

What is a Certified Financial Planner (CFP®) and what does that designation mean?

A CFP, or a certified financial planner, is someone who has gone through rigorous certification based on a set standard of education, examination, ethics, and experience through the CFP Board. The CFP designation holds certified financial planners to a standard of these things throughout their careers and ensures a level of professionalism and continuing proof of excellence. When you work with a CFP, you can know that you’re working with someone upholding one of the highest standard of ethics and education in the financial services field.