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Casey Jordan, CRPC

Client Service Manager

A seasoned financial services professional and an expert in all things E3, Casey manages operations and accounts for Andrea’s practice. In addition to overseeing daily happenings at the office, Casey acclimates, educates, and guides clients throughout the financial planning process. Before joining E3, Casey worked with Andrea at Ameriprise Financial.

Casey lives in West Roxbury with her daughter, Desi, husband, Nick, and Pomeranian, Captain Henry. In her spare time, Casey enjoys attending barre classes and refining her cooking skills. On summer weekends, you can usually find her boating, beaching, and shell fishing with her family in Chatham, MA.

Professional Credentials

  • Certified Retirement Planning CounselorSM
  • FINRA Uniform Combined State Law Examination (Series 66) held through Commonwealth Financial Network®
  • FINRA General Securities Representative (Series 7) held through Commonwealth Financial Network®

Contact Casey