Jordan serves as a primary point of contact for clients, working closely with families and their advisors, including legal, tax/accounting, investment, and banking leads. She is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. Jordan combines strategic problem-solving with a collaborative, client-focused approach, helping families address evolving needs while delivering thoughtful, responsive service.
Prior to joining Willow Street, Jordan served as a Customer Success Manager at San Francisco-based CipherHealth and athenahealth, where she partnered with enterprise health systems to navigate complex challenges and implement strategic technology solutions. Earlier in her career, she held customer experience and operations roles at Jackson-based apparel company Stio, building a strong foundation in relationship management and managing efficient, streamlined workflows.
Jordan earned her BS from East Carolina University with majors in Political Science and International Relations. Since moving to Jackson in 2016, she has lived and worked in both Jackson and San Francisco. Outside of work, Jordan enjoys hiking during wildflower season, reading about foreign affairs, and exploring Wyoming with her husband and dog.
