Kaitlin Jordan
Director of Client Success
Focus Areas
- Client Service
- Document Execution
- Firm Liaison
- Client Success
Kaitlin Jordan is an emerging professional with a bright future ahead as the Director of Client Success at Stone Pillars Wealth Management. Currently pursuing her bachelor’s degree in finance with a specialty in financial planning at Davenport University, Kaitlin is entering her junior year. As a NCAA Division II student-athlete, Kaitlin brings a unique skill set cultivated through years of commitment, responsibility, teamwork, and success.
Inspired by her father, Jonathon Jordan, Kaitlin has long aspired to become a financial advisor. From a young age, she observed the depth and impact of her father’s work beyond mere financial planning, understanding the importance of forming meaningful relationships with clients. Kaitlin is thrilled to learn the business from the ground up, focusing on strengthening the pillars in others’ lives while fortifying her own.
In her role at Stone Pillars Wealth Management, Kaitlin is dedicated to ensuring a positive client experience. Her enthusiasm for the industry, combined with her fresh perspective and eagerness to learn, makes her a valuable asset to the team. Kaitlin is committed to providing high-quality service and support, recognizing the importance of continuous learning and development to achieve both personal and client success.
Outside of her professional and academic pursuits, Kaitlin enjoys spending time outdoors and cherishes moments with family and friends. Her hobbies include reading, working out, and swimming. One of her greatest joys is being an older sister to Jachin and Brooklyn and a younger sister to Nathan.
Kaitlin is extremely grateful to be part of the team at Stone Pillars Wealth Management. She is eager to contribute her skills and dedication to the firm, helping clients achieve their financial goals and ensuring their experience is exceptional.
