An Advisor for Your Family from a Family of Advisors

Jordan is unique in the sense that since he was in middle school, he knew exactly what he wanted to do when he grew up – become a Financial Advisor.

Jordan is an extremely sharp, customer service focused financial planning professional and has received his Series 7, Series 66, and Life, Health & Insurance Licenses. Jordan graduated in Lexington, KY from the University of Kentucky and has called Nashville home since 2012. He is originally from Chicago, IL, and has had the fortune of growing up in a family of advisors with both his brother, father, and close family friend as mentors, each running top practices the Chicagoland area. They continue to inspire his passion for helping others, as well as his admiration for the service Financial Advisors help provide in the lives of their clients.

In the early years of his career, Jordan was mentored by a handful of the largest and most successful financial advisors in the Raymond James network. During this time, he was responsible for coordinating complex planning strategies and processes for well over 200 financial plans.

Prior to joining Southwestern Investment Group, Jordan made a strategic decision to begin his career as an entrepreneur. Over several years he helped build and grow several early stage businesses, most notably launching a disruptive travel service, the North American sales and marketing headquarters for a European corporation, as well as doubling the revenue of an established corporation in less than two months.

Jordan draws from that experience and is known for his forward-thinking initiatives, attention to detail, passion for reaching others hearts, and resourceful solutions in support of his clients’ goals.

Emily Rogers is a Nashville native who has worked in the financial and insurance industry since 2011. Emily attended Trevecca Nazarene University, where she earned a Bachelor’s degree in Music Business with a minor in Classical Voice. She now lives in Murfreesboro, Tennessee, with her husband Matthew and their two children, Evelyn and James. Her years of experience in securities, insurance, and personal client relationships led her to join the Southwestern Investment Group team.

In her spare time, Emily enjoys spending time with family, volunteering at church, and finding opportunities to sing.