Jordan Creek Financial Solutions is an independent firm that seeks to be an advisor’s caring advocate, providing the support they need to run their business while also providing compliance and regulatory oversight as an Office of Supervisory Jurisdiction.
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.
Assistant Vice President
Cody Phelps is Enterprise Leader and OSJ Manager with 12 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.
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.
Senior Advisor Liaison
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.
Sue Knoll is our Advisor Liaison with over 17 years of experience in the financial sector. Sue attended Southwestern Community College and is currently a licensed Series 7 registered representative. Sue is a problem solver and knows what it takes get things moving through the system. Sue is always there to help and get your questions answered. When Sue is not solving problems, she enjoys spending time camping.
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.
Director Financial Advisor
Mike Mokricky is a Financial Advisor with over 28 years of experience in the financial industry. Mike graduated from Northern Iowa University with a degree in Finance and Marketing and is currently a licensed Series 7, 24, 66, 63, 4, 53, and 31 professional. Mike is responsible for serving as the Financial Advisor to the Jordan Creek Financial Solutions in-house accounts. Mike enjoys travel, hunting, fishing, and spending time with family and friends.