Jordan Heavens

Jordan has always been drawn to helping others navigate important life decisions with confidence. She enjoys building meaningful relationships with clients and believes effective financial advice begins with listening, educating, and creating personalized strategies that align with each person's goals and values.

After earning her bachelor's degree in Global Business and Mathematics at the College of Saint Benedict, Jordan began her career in financial services and quickly found her calling in comprehensive financial planning. She works closely with individuals and families to simplify complex financial topics and provide guidance on retirement planning, investment management, tax-efficient strategies, and estate planning considerations. Her goal is to help clients feel informed, empowered, and confident at every stage of their financial journey.

Born and raised in Minnesota, Jordan now lives in Lakeville with her husband, son, and dog. Outside of the office, she enjoys family walks, getting lost in a good book, and spending quality time with family and friends. She believes the same values that guide her personal life, including trust, compassion, and genuine connection, are also the foundation of the lasting partnerships she builds with her clients.