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Jordan Potenziani

Jordan Potenziani

Client Services Assistant

Education: Bachelor of Arts in Business from Lackawanna College

Whether it's your first visit or you've been a client for years, Jordan will make you feel right at home. She is the smiling, happy face that people first see when they come to meet with us at our Honesdale location, and the pleasant voice who greets their calls.

Some of Jordan’s responsibilities include interacting with clients and scheduling time for them to meet with their advisors, and creating and processing forms and documents needed to accomplish clients’ desired goals and objectives.

In Jordan’s free time, she enjoys taking care of her dogs and chickens, pursuing training on the guitar and karate, and spending time with family and friends.