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Meet The Team

Daphne
Jordan

CFP®

Daphne, a native Texan, enjoys cooking, long walks around Austin area trails and a good book.

In the financial industry, she has a strong commitment to innovation and thought leadership as evident in her volunteer leadership. Daphne is a recent Board of Directors Chair for the National Association of Personal Financial Advisors, a group focused on fee-only planners. 

Her knowledge has earned her recognition as one of Investopedia’s 100 Top Financial Advisors of 2021 and as a recipient of the prestigious 2019 InvestmentNews Excellence in Diversity Rising Star Award. As a sought-after expert, she has shared her insights on platforms such as the Money Savage and Negotiate Anything podcasts and has been quoted in The Wall Street Journal, The New York Times, CNBC and NerdWallet. 

With a varied background in teaching and nonprofit management roles, Daphne brings a unique perspective to her work. As a firm believer in the power of relationships, she embodies the ethos of being relational and wholeheartedly invests in others, knowing that the greatest benefits are reaped through genuine connections. 

Her compassionate approach makes it an absolute joy for her to serve clients. Specifically, she enjoys helping clients develop, implement and monitor their financial plan as well as supporting their ongoing needs. Discovering and enacting appropriate allocation, investment vehicles and tax efficiency for investments are pieces of a client’s blueprint.