JORDAN CREEK FINANCIAL SOLUTIONS - Key Persons
Brandt Gebel is our Financial Advisor with 6 years of experience in the financial sector. Brandt graduated from Loras College located in Dubuque Iowa and is currently a licensed Series 7, and 66 professional. Brandt is responsible for advising, planning, and investing for Jordan Creek in-house clients. In his free time Brandt enjoys playing golf, boating at the family cabin in the summer, and riding his bike.
Job Titles:
- Assistant Vice President
- Enterprise Leader
Cody Phelps is Enterprise Leader with 15 years of experience in the financial sector. Cody attended Central College in Iowa and is currently a licensed Series 7, 63, 66, 53, 3, and 24 professional. In Cody's current role, he is responsible for partnering with our current Financial Professionals to help build and support their independent practice. Outside of work, Cody enjoys playing golf and pickleball, and enjoys being active with his wife and two sons.
Job Titles:
- Financial Professional Liaison
Daniel Furlong is our Financial Professional Liaison with over 7 years of experience in the financial sector. Daniel has a bachelor's degree in Communications and Computer Science and an MBA from Samford University. Daniel ensures that communications and operations are functioning at their peak efficiency. Daniel enjoys spending time with his wife and two sons, enjoying the culinary arts, and is an avid golfer.
Job Titles:
- Senior Client Services Consultant
Deb Smith is our Senior Client Services Consultant with over 8 years of experience in the financial sector. Deb graduated from Upper Iowa University and is currently a licensed Series 99 professional. Deb is responsible for communicating directly with advisors, maintaining relationships and providing day-to-day support to ensure things operate smoothly. Deb enjoys reading, cooking, working out and spending time with family and friends.
Kathy Tynan is our Senior Advisor Liaison with over 29 years of experience in the financial sector. Kathy has an associate's degree in Business Administration and Computer Programing and is currently completing a Bachelor's degree from Graceland University. Kathy ensures that communication and advisor relationships are all operating smoothly. Kathy is also a Licensed Massage Therapist with a private practice and enjoys bicycling, gardening, reading, and spending time with her family and friends.
Mark Hentschel is our Supervisory Principal with five years of experience in the financial sector. Mark graduated from Central College in Pella Iowa and is currently a licensed Series 7, 66, and 24 professional. Mark completes supervisory functions and assists with trading responsibilities. In his free time Mark enjoys hiking, soccer, board games, and spending time with his two young children.
Job Titles:
- Financial Professional Liaison
Meredith Connelly is a Financial Professional Liaison with over 24 years of experience in the financial sector, first as a registered assistant and more recently as a financial advisor. Meredith has a bachelor's degree in Business Management and a master's in Finance (MSF), with a specialization in financial planning. Meredith is currently a licensed 7, 63, 66 and insurance professional. Meredith enjoys spending time with her family, flower gardening, and music.
Job Titles:
- Director, Insurance Services
Rob Hill is our Director of Insurance Services with over 22 years of experience in the financial sector. Rob graduated from the University of Iowa Wesleyan and is currently a licensed Series 6, Series 62, and Life Insurance professional. In Rob's current role, he is responsible for connecting our advisors with insurance solutions for our clients and case design specializing in Annuities, Life, Disability, and Long-Term Care Insurance Planning. Rob is a member of the Iowa NAIFA and enjoys travel, spending time with his family and being involved with youth sports.