Jordan Davan, CFP®️
Wealth Advisor
jordan@mononwealth.com
Growing up in Brownsburg, Jordan developed a strong appreciation for the value of community and hard work. With over 11 years of experience in financial planning, investment strategies, and wealth management, she is enthusiastic about helping individuals, families, and businesses achieve their financial goals with confidence and clarity.
As a Certified Financial Planner™ professional, Jordan brings a client-centered approach to every financial journey, creating personalized strategies that align with unique aspirations and needs. Her expertise spans retirement planning, tax-efficient investing, estate planning, and risk management, ensuring every client receives a comprehensive and tailored financial roadmap.
Outside of work, Jordan, and her husband Michael, share a love for golf, a game that brought them together during their college years. They still enjoy hitting the links when they we are not busy chasing after their two kids. She also prioritizes staying at the forefront of the financial industry by continually expanding her knowledge to provide innovative strategies and solutions.