Team

Terry L. Jordan

Founder

Terry Jordan is the founder of Jordan Financial & Associates, a full-service financial planning firm. Terry has spent more than four decades developing her expertise in financial services, bringing both a strong sense of personal empathy and a deep reservoir of knowledge and experience to helping her clients plan for their individual financial needs.

Terry’s primary professional objective is to enhance her clients’ financial health. This may be accomplished by strategically positioning assets, helping clients through unpredictable life events, reviewing and optimizing their Social Security benefit payouts, choosing retirement health coverage, etc. Terry’s straightforward and knowledgeable approach utilizes tools that provide lifetime income, long-term protection, asset preservation and guidance to achieve legacy goals.  She collaborates with her clients’ tax and legal professionals to ensure that a cohesive plan is implemented to accomplish the client’s unique desires.

Terry is an Investment Advisor Representative with Woodbury Financial Services, Inc. and is a member of the Financial Services Institute.  She holds her Series 6, 7, 63 and 66 investment licensing and maintains active Life and Health Insurance licenses.
Terry is a 1995 graduate of Leadership Holland and a 2012 nominee for the Lakeshore Athena Award. She has served on several non-profit boards, including Lakeshore Women Business Owner Alliance, Connected Professional Women of West Michigan and West Michigan Marine Association.  A strong believer in giving back to the community, Terry is involved with the local United Way, Holland Chamber of Commerce, Odyssey of the Mind, West Ottawa Education Foundation, West Ottawa Jungle Fund Raising Committee and Project Charlie.

Terry and her husband have lived in the Holland area together for more than 40 years. They are fortunate to be able to enjoy their three dogs, their three adult children, and two grandchildren, all of whom also live in the area.