Willis Jordan
Investment Advisor
Willis is dedicated to helping his clients achieve their financial and life goals. For over 20 years Willis has been providing trusted advice and reliable financial service.
Born and raised in central Alberta, Willis attended NAIT in Edmonton, and later the University of Lethbridge. After 13 years with Alberta Treasury Branches (now known as ATB) Willis managed the Coca-Cola bottling in Southern Alberta which eventually led him to the Kootenays of British Columbia.
After moving to B.C. Willis and his wife chose to raise their three children in the beautiful Creston Valley. In his spare time, he enjoys recreational activities such as skiing, hiking, playing hockey, and running.
Dallas Jordan
Financial Advisor
Dallas grew up around his father’s financial office which planted the seed for him to begin his studies in the wealth management field in 2011. After finishing the Canadian Investment Funds Course and obtaining his Life Insurance License, Dallas began working as an Advisor with a large wealth management company.
Dallas quickly grew a strong passion for learning new ways to help people achieve their financial goals. In 2013, Dallas joined an Insurance company helping advisors understand how to better use the products they offered. Dallas obtained new and innovative ways of utilizing insurance and financial products to achieve wealth planning goals.
In 2015 Dallas and his wife Laura decided the timing was right to get out of the lower mainland and put down roots in the beautiful Creston Valley. Dallas joined his father’s office in late summer of 2015 applying strategies and concepts he learnt over the years. Dallas continues to pursue more knowledge obtaining his CHS, CSC, and attending many continuing education conferences.
When not working Dallas enjoys golfing, skiing, and exploring the Kootenay’s with his wife Laura, son Zane, daughter Tenley, and dog Lexie.
Jacob Endersby
Administrative Assistant
Jacob is committed to providing exceptional and seamless interactions for our clients while connecting them with our advisors. Holding a diploma in Petroleum Engineering Technology, and bringing over seven years of experience working with the public, he prioritizes a thoughtful and organized way of handling the responsibilities within his role, based on the tenets of goal setting and action planning. Beyond his passion for planning out goals and producing measurable results, he enjoys working with our team to identify and implement efficient processes and strategies as we move forward into the future. Outside of work, Jacob’s hobbies revolve around playing folk and blues music with his friends. He also enjoys spending time outdoors, where he’ll often take long walks around the valley and go on jogs with his dogs Dougal and Jazzy.