Jordan Mills, CFP®
Wealth Manager, Partner
Jordan serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 23 years of experience in the financial services industry, Jordan has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, she worked for an independent investment advisory firm as a senior financial advisor.
Jordan earned a Bachelor of Science degree in finance from the University of Minnesota’s Carlson School of Management. Jordan is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Jordan and her husband, Greg, enjoy traveling, cheering on Minnesota sports teams and spending time with their two children, Maddie and AJ.
Articles by Jordan Mills, CFP®
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