Jordan L. Heaps, CFP®
Senior Financial Planner
To Jordan, effective communication is the key to a successful financial planning process. He strives to create a comfortable environment for clients, making sure he is accessible, easy to talk with, caring, understanding, and a team player--reaching out to colleagues to help address client needs. Jordan is committed to building and maintaining long-term, mutually trusting relationships with clients.
Jordan joined The Kelly Group as an intern in January 2015. A little more than a year later, he transitioned to a financial planning associate. He works closely with the firm’s advisors and clients to prepare holistic financial plans and is involved in planning research and development of planning strategies.
A CERTIFIED FINANCIAL PLANNER™ professional, Jordan graduated from Towson University with a BS in accounting and Master’s of Science in Personal Financial Planning through The College for Financial Planning.
Jordan lives in Harford County, where he was born and raised. Being community oriented has always been important to Jordan. He played on his collegiate golf team and won the Maryland state college championship in 2011. In his spare time, Jordan is often outdoors. He coaches his sister’s co-ed soccer team in Darlington, participates in a year-round Harford County football and bowling league, and takes many walks with his 2 dogs. He is a big fan of his hometown Terps, Ravens, and O’s.