WHY DO WE EXIST?
Ivy Wealth was founded out of a desire to help people create a legacy that they could be proud of. We are confident that our understanding of personal finance and our love for people gives us the ability to help you build your legacy in a very unique and special way.
Our Team has more than a half century of combined industry experience and we are confident that we can help!
Jordan Earles, WMCP®
Founder | Wealth Management Advisor
Jordan was born and raised in Baton Rouge, LA. He married his high school sweetheart, Hays Bourgeois, in 2012 and they moved to Dallas, Texas in January of 2014. They have two beautiful boys name Brody and Jack. Jordan spent the first...
Catherine Patrick, CFP®
Investment Specialist
972-348-6399
Catherine is the investment specialist for IVY Wealth. She has been in the business for over 20 years and is an absolute wealth of knowledge when it comes to all things wealth management…see what we did there? Catherine enjoys...
Katelyn Nickel
Director of Compliance
Katelyn received her Bachelor of Science in Finance at the University of North Texas. She lives in Plano with her husband Jonathan, her beautiful little girl Kinsley and son Ford. She enjoys spending time with family, her two babies,...
Jackie Wakefield
Director of New Business
Jackie is our new business director and coordinator. She helps clients through underwriting of insurance cases.