Heather Jordan, CFP®, MBA | Emerj360 - a division of Trust Point | La Crosse
Managing Director, Emerj360

Heather Jordan, CFP®, MBA

Heather Jordan | Emerj360 - a division of Trust Point

As a Managing Director for Emerj360 – a division of Trust Point, Heather is responsible for management of the division, new business development and the expansion of Emerj360’s many services, as well as strategic planning. She helps investors from retirees to people nearing retirement to younger investors setting the course for retirement savings. She also advises on 401(k) rollovers, when to take Social Security and how to save for college expenses. Heather and her team often present financial education seminars for clients and community organizations.

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