Patrick Jordan, AIF®

Patrick Jordan brings over 28 years of extensive experience in the retirement business, specializing in serving institutional clients. He serves as a Lead Advisor and Senior Vice President at HUB Retirement and Wealth Management and has demonstrated a commitment to excellence throughout his career.

Patrick’s journey began in the trust department of a local bank, providing him with a foundational understanding of the retirement plan industry. Patrick moved to Fidelity Investments, where he spent over 14 years and held various roles including: Institutional Participant Representative, Communications Consultant/Employee Meeting Specialist, Plan Sponsor Relationship Manager, and Account Executive selling Fidelity’s direct recordkeeping services.

In 2012, Patrick played a key role in the launch of Stable Two Financial, a retirement plan consulting firm dedicated to meeting the holistic needs of retirement plan sponsors. The firm’s success led to its acquisition by HUB International in 2018, where Patrick continues to contribute his unique insights. Throughout his career, Patrick has played a pivotal role in virtually all aspects of retirement plan management. His expertise spans plan administration, investment architecture design, investment selection and monitoring, participant communications strategy development and delivery, fee/cost analysis, and fiduciary process management.

Patrick attended the University of Kentucky, where he attained his degree in Economics. Patrick is an active member of the Retirement Advisor Council. As a member, he advocates for successful qualified plan and participant retirement outcomes through collaborative efforts with experienced retirement plan advisors, investment firms, asset managers, and defined contribution plan service providers. Patrick holds the Accredited Investment Fiduciary (AIF®) designation and the Series 65 Security License. 

Beyond his professional achievements, Patrick has served on several boards, showcasing his dedication to community and industry engagement. His passion for the retirement business and commitment to excellence make him an asset to the clients he serves.