Current Role and Professional Background:

As an Accounting and Finance Specialist, Jordan supports the preparation and analysis of financial data to deliver insights, drive growth, and enhance operational efficiency. She collaborates across departments and contributes to special projects and strategic planning initiatives that strengthen the firm’s financial performance. Prior to joining Goodman Financial’s Houston wealth management team, Jordan worked at KPMG as a tax associate providing tax compliance and advisory services to multinational companies and their employees in multiple jurisdictions. She served as a key contact for clients and global KPMG offices, managing cross-border tax matters, preparing tax returns and projections, and assisting with tax authority inquiries and audits.

Education:

• Master of Science in Accountancy, University of Houston, 2021
• Oil and Gas Accounting Certificate, University of Houston, 2021
• Bachelor of Business Administration in Marketing, Texas A&M, 2018

Affiliations:

• Member, Houston CPA Society (2019 – Present)
• Assistant Captain, Houston Livestock Show and Rodeo Wine Competition Committee (2024 – Present)
• Member, Houston Livestock Show and Rodeo (2011 – Present)
• Member, Junior League of Houston (2020 – Present)