Kevin Jordan joined Macke Financial in 2019. He serves as the Director of Financial Planning, Chief Operating Officer, and Chief Compliance Officer. The addition of Kevin as an investment advisor to clients transformed the firm into an “Ensemble” practice. An Ensemble practice leverages the expertise of multiple advisors for each of the firm’s clients to elevate the overall quality of service.
Since 2019, Kevin has embodied the culture and philosophy of Macke Financial – most notably in his commitment to continuing education. After passing the Series 65 exam, Kevin continued his pursuit of higher knowledge by enrolling in programs that would lead to him simultaneously: becoming the first Certified Financial Therapist™ in the state of Florida, receiving a Master’s Degree in Personal Financial Planning with a concentration in Advanced Financial Planning from Kansas State University, and earning his designation CERTIFIED FINANCIAL PLANNER™ professional.
Kevin enjoys applying the knowledge he’s accumulated over the last several years to client’s specific financial situations. As a former high school teacher, Kevin understands the importance of making the complex “simple”. In a world of infinite information from Google or AI, Kevin finds value in providing relevant advice that answers your questions and gives you peace of mind.
This naturally leads to developing meaningful relationships built on trust, shared values, and comfort in knowing that your concerns are heard. It doesn’t take long at all for our clients to feel more like family. Kevin’s educational background in Psychology and certification in Financial Therapy make him an excellent advisor in the areas of legacy/generational financial planning, estate planning, and financial literacy.
Family is uniquely significant to Kevin and Macke Financial because of his relationship to Todd Macke. Kevin married Todd’s daughter Olivia in 2017, and the happy couple currently have 4 young boys. Grandpa Todd is hoping that at least one of the Jordan boys will join the family business and carry us into a third generation of financial advisors!