Every financial decision is personal because every life story is unique. My name is Richelle Jordan, and I am a Financial Advisor at CoWealth Advisors. For more than 15 years, I've had the privilege of building lasting relationships with individuals and families as they pursue their goals, embrace new opportunities, and plan confidently for the future.
Whether clients are preparing for retirement, creating a legacy, or facing life's unexpected challenges, my focus has always been on thoughtful planning, trusted relationships, and helping them make the most of every stage of life.
My personal journey has shaped the advisor I am today. After my husband Scott passed away from cancer in 2004 at the age of 34, I gained a firsthand understanding of the challenges that often follow the loss of a loved one. That perspective allows me to serve clients with compassion and empathy while helping them move forward with confidence.
My relationship with Christ is the foundation of who I am, and each day I strive to honor Him in the way I care for others. Giving back has always been important to me, and I've long supported organizations that provide food, clothing, and personal care items to children and families in need.
Outside the office, I work out at Fit Body Boot Camp, enjoy spending time with my two dachshunds, and serve as Vice President of Membership for Peachtree City Toastmasters.
I'm blessed to be the mother of two wonderful adult children. My son Ryan serves as a Captain in the U.S. Marine Corps. He, Cheyanne, and their children are a constant source of pride. In the spring of 2026, my daughter Kat and her husband Zach welcomed their first son. One of my greatest joys is being known as "Chelley" to my grandchildren.
Whether you're planning for retirement, celebrating life's opportunities, or preparing for the unexpected, my commitment is to serve you with wisdom, integrity, compassion, and guidance you can trust. It would be a privilege to help you pursue the future you envision for yourself and those you love.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.