Jordan serves as Assistant Vice President, Relationship Management Associate at Heritage Trust Company. Dean had previously served as a relationship management associate since joining Heritage Trust in 2017. She assists clients in a variety of areas, including trusts, probate and estate planning and administration. She joined Heritage with a background in e-commerce and non-profit. Jordan holds the Certified Trust and Financial Advisor designation and has experience in trust administration, accounting and wealth planning and management.
Dean earned her bachelor’s degree in business administration from Oklahoma State University. In addition, she holds the Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association. She is active in the community serving the Oklahoma Humane Society and is an alum of Leadership Oklahoma City LOYAL Class IX.
Jordan enjoys cooking, fitness, and spending time with friends, family, and her rescue dog named Blanche.
