Director of Operations
Cheri Jordan can be described as the firm’s organizational master, keeping everything running smoothly and efficiently. In her role as Director of Operations, Cheri manages all day-to-day functions for FDR Financial Group, Inc., and is in charge of planning, directing and coordinating operational activities including review and analysis of financial statements and sales reports. Her responsibilities also include implementing policies and procedures necessary for increased office efficiency.
An outstanding communicator, Cheri also serves as liaison between our financial advisors and company representatives while aiding in the facilitation, establishment, and growth of client relationships. She services wealth management accounts as well as life, disability and long-term care insurance policies.
Cheri does not offer securities or investment advisory services.