Broker Check
WHY DO WE EXIST?

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

(225) 205-5600

Jordan@ivy-wealth.com

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...

Read more

Catherine Patrick, CFP®

Investment Specialist

972-348-6375

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...

Read more

Katelyn Nickel

Director of Compliance

972-348-6389

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,...

Read more

Jackie Wakefield

Director of New Business

972-348-6364

Jackie is our new business director and coordinator. She helps clients through underwriting of insurance cases.

Read more