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Kelly Jordan

Kelly Jordan

Director of Planner Development

Kelly Jordan joined Retirement Security Centers in 2022 as Director of Planner Development with a career spanning two decades in the financial industry and serving in leadership roles. She is passionate about coaching, developing leadership skills for others, and building long-term relationships through mutual respect.

Kelly was born in Des Moines, IA, and raised in Northern California. She received her bachelor’s degree in Business Management from Western Governors University. A proud mother of two grown children, Kelly, and her husband reside in Rocklin, CA.

Fun Facts:

  • What kind of vehicle did you take your driver's test in, and did you pass on the first try?
    My father's Ford pick-up truck. It was raining, and I was extremely nervous! After we buckled up, the instructor told me to turn right – I turned left. I attempted to slam on the brakes to correct the error, but it was too late. The mood in the big 'ol truck became a bit tense, but ultimately I passed the test.

  • What is your proudest accomplishment?
    My two children are both invitro babies. The journey was long, but they were worth the wait and are the loves of my life!

  • What is your favorite quote?
    "Aim high and find a way!" I don't remember the age I incorporated this, but for as long as I can remember, this is how I have approached everything in life.

What do I enjoy most about working at Retirement Security Centers?
Hands down, it is the people! RSC is a company where everyone has been so genuine and kind-hearted. It is also refreshing that we are process-driven with a focus on what is best for the client – identifying solutions for each unique situation.