Pioneer Wealth Management Group
Daphne Jordan, CFP®, is a Senior Wealth Advisor at Pioneer Wealth Management Group, where a coordinated financial and investment plan is crafted for clients in a fee-only, fiduciary environment since November 2017. Prior experience includes roles at Austin Asset, where Daphne served as a Manager and Senior Associate in Wealth Planning, providing complex financial advice and developing financial plans. Earlier positions include Business Manager at PromiseLand Church, overseeing compliance and budgeting from 2002 to 2013, and an Elementary School Teacher at Round Rock ISD from 1994 to 2002, focusing on curriculum training and campus leadership. Daphne holds a Bachelor's Degree in Mathematics from The University of Texas at Austin.
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Pioneer Wealth Management Group
We are a fee-only financial planning firm, helping individuals and small businesses accomplish financial objectives. Our services include: comprehensive financial planning, investment management, tax planning, college planning, estate planning, insurance planning, cash flow management. Pioneer Wealth is committed to guiding our clients through all financial issues so they can live a life free from the stresses and worries of finances. Our mission is to help create a comfortable and trusting environment for those whom we serve.