Jordan Haines, CFP®

Jordan Haines, CFP®, currently serves as the Director of Advisor Success at Elements, where they assist financial advisors in implementing strategies to deliver value to clients through financial health monitoring. Prior to this role, Jordan worked as a Financial Advisor at Dentist Advisors and held positions at Sound Financial Planning, Inc, Western Digital, and SecurityMetrics. Jordan earned a Bachelor of Science degree in Personal Financial Planning from Utah Valley University in 2018.