Our Firm

We serve independent advisors and specialize in helping bank and credit union advisors. Our comprehensive partnership is focused on unparalleled service and comprehensive business solutions within Jordan Creek and with the support of financial solutions firm Cambridge Investment Group, Inc., a national firm whose reach includes an award winning broker-dealer and corporate RIA.

Cody Phelps

Field Vice President

Cody Phelps, Field Vice President, is our Enterprise Leader with over 15 years of experience in the financial sector. Cody attended Central College in Iowa and is currently a licensed FINRA 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.

Kathy Kirkland

Director, Operations and Supervision

Kathy Kirkland, warmly recognized as KT among her colleagues and clients, is our Director, Operations and Supervision with over 30 years of experience in the financial sector. She started out as a Sales Assistant and has expanded her expertise over the years in various roles with major wirehouses, regional broker-dealers, and with independent financial professionals as an Operations Manager, a Senior Compliance Specialist, and a Senior Advisor Liaison to her current role today. Kathy attended the American Institute of Business (AIB) in Des Moines and Graceland University, and currently holds FINRA Series 7, 9, 10, 24, 63, and 65 licenses.

Kathy is the first level of compliance for advisors and handles all operations-related issues. She is a problem solver at heart and is always looking for ways to help teach and train our advisors on how to assist and improve their practices and stay compliant in an ever-changing environment. Kathy loves the adventure of travel and exploring new places, and spending time with family and friends. In her free time, you will often find her walking her dog in her neighborhood getting to know everyone.

Jami Johnson

Director, Jordan Creek

Jami Johnson is a Director, Jordan Creek, with over 20 years of experience in the financial sector. Jami graduated from AIB College of Business, Des Moines, Iowa and is currently a licensed FINRA Series 6, 7, 24, 63, and 65 professional. Jami will be doing recruiting as well as business development focusing on organic growth. Jami has a niche and a passion for supporting advisors who engage in fee-based financial planning. In her free time, Jami enjoys cheering on the Iowa Hawkeyes, Chicago Bears and Chicago Cubs. She also enjoys spending time and traveling with her family.

Rob Hill

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 FINRA Series 6, 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.

Deb Smith

Senior Client Services Consultant

Deb Smith is our Senior Client Services Consultant with over 12 years of experience in the financial sector. Deb graduated from Upper Iowa University and is currently a licensed FINRA 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 spending time with her family and friends, and she follows the Iowa Hawkeyes and Indiana Fever.

Tara Carpenter

Supervisory Principal

Tara Carpenter is a Supervisory Principal with over 17 years of experience in the financial sector, including 15 years working in a home office broker-dealer environment. This background has provided her with the knowledge and ability to think holistically and critically about financial operations and oversight.

After enlisting in the Iowa National Guard, Tara graduated from Indian Hills Community College in Ottumwa, Iowa. She holds FINRA Series 7 and 24 licenses and plays a key role in supervisory functions, assisting with advisory platforms and partnerships. In her free time, Tara enjoys hiking, bicycling, and traveling with her family.

Alex Cary

Supervisory Principal

Alex is a Supervisory Principal with more than nine years of experience providing back-office support to independent financial advisors. His background spans operations, advisory operations, and trading within turnkey asset management programs, giving him a well-rounded perspective on the industry.

Alex is a graduate of the University of Northern Iowa in Cedar Falls and holds FINRA Series 7, 24, and 66 licenses. Outside of work, he enjoys backpacking, backcountry hiking, and camping. A dedicated sports fan, he proudly supports the Green Bay Packers.

Daniel Furlong

Financial Professional Liaison

Daniel Furlong is a Financial Professional Liaison with over 10 years of experience in the financial sector. Daniel has a bachelor’s degree in Communications from The University of Alabama and an MBA from Samford University. He is a licensed FINRA Series 7 and 66 professional. Daniel ensures that communications and operations are functioning at their peak efficiency. Daniel enjoys spending time with his wife, two sons, and dogs, enjoys the culinary arts, and is an avid golfer.

Brandt Gebel

Financial Advisor

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 FINRA 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.  

Bobby Daniels

Financial Advisor

Bobby Daniels is one of our Wealth Advisors with over 11 years of experience in the financial sector. Bobby graduated from Iowa State University in 2011, and currently holds FINRA Series 6, 7, 63 and 65 licenses. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 2018. Bobby also attended Yale School of Management to complete his Certified Investment Management Analyst® certification in 2021. Bobby is responsible for advising, planning, and investing for Jordan Creek in-house clients. In his free time, Bobby enjoys spending time with his wife and three kids. He also enjoys working out, playing golf, hunting, fishing and working on the farm. 

Nathaniel Coltrain

Client Relation Specialist

Nathaniel Coltrain is one of our Client Relation Specialists providing customer service and support to Jordan Creek in-house clients. Nathaniel graduated from Upper Iowa University in 2017 with a bachelor’s degree in business. In his free time, Nathaniel enjoys cheering on the Denver Broncos, spending time with his two boys and his senior dog. He also enjoys DIY home repair and learning his family genealogy.

1. Jordan Creek and its predecessors.