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Robert L. Chess CFP, CFS, RFP

Jonathan Beaton, RICP       

Kathy L Kehl

Sandra "Sam" Jordan

(814) 864-0984 / (888) 686-0984

Sandra "Sam" Jordan

Sandra "Sam" Jordan

Office Manager/Licensed Sales Assistant


Sam has 24 years in the Financial Services Industry. She began her career in 1990 in banking as a teller to eventually working her way up the ranks to supervisor of the consumer lending processing centers. In 2004 she joined the team at Estate Solution Planners, Inc.; her duties include administrative functions relating to the preparation of financial plans, retirement planning and planning for education funding. She also provides administrative support to our financial advisors located in other registered branch locations. Sam was born and raised in Erie, she enjoys being on the water, biking, traveling and most importantly her family and friends.