Personal Retirement and Financial Planning for Women

David P. Jordan is a Certified Financial Planner™ practitioner with 14 years of experience in financial services. Dave brings his professional skills to play by helping his clients examine how their life goals fit with their financial purpose. A member of the Financial Planning Association, and past president of the local chapter of the National Association of Insurance and Financial Advisors, Dave also holds the designations of Chartered Financial Consultant, Chartered Life Underwriter and Life Underwriter Training Council Fellow. A native of Australia, Dave served as a missionary in Papua New Guinea before moving to the United States with his wife, Alison, and three daughters.

Old Elm Executive Park
6123 Green Bay Road, Suite 260
Kenosha, WI 53142

(262) 656-1141 Fax (262) 656-1144 E-mail
Toll free (866) 956-2252